WAT
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Wealth Advisory Team’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Wealth Advisory Team’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Buy
+9,724
New +$1.13M 1.06% 16