Waverton Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Waverton Investment Management’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell
2016 Q1	$3.09M	Hold
2015 Q4	$3.08M	Buy