Wealthcare Advisory Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Wealthcare Advisory Partners’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	$5.95M	Buy	51,194 +2,971	+6%	+$345K	0.14%	134
2025 Q1	$4.94M	Buy	48,223 +6,281	+15%	+$643K	0.13%	136
2024 Q4	$4.62M	Buy	41,942 +1,708	+4%	+$188K	0.13%	145
2024 Q3	$4.38M	Sell	40,234 -4,466	-10%	-$486K	0.12%	147
2024 Q2	$4.64M	Sell	44,700 -1,824	-4%	-$189K	0.15%	122
2024 Q1	$4.69M	Buy	46,524 +1,456	+3%	+$147K	0.15%	115
2023 Q4	$4.1M	Sell	45,068 -7,323	-14%	-$667K	0.16%	108
2023 Q3	$4.27M	Sell	52,391 -10,178	-16%	-$829K	0.2%	91
2023 Q2	$5.27M	Sell	62,569 -26,497	-30%	-$2.23M	0.24%	78
2023 Q1	$6.95M	Buy	89,066 +20,511	+30%	+$1.6M	0.3%	63
2022 Q4	$4.92M	Sell	68,555 -5,537	-7%	-$397K	0.24%	83
2022 Q3	$4.96M	Buy	74,092 +13,531	+22%	+$906K	0.28%	75
2022 Q2	$4.35M	Buy	60,561 +6,041	+11%	+$434K	0.26%	64
2022 Q1	$4.72M	Buy	54,520 +26,516	+95%	+$2.3M	0.29%	51
2021 Q4	$2.6M	Buy	28,004 +10,492	+60%	+$975K	0.16%	82
2021 Q3	$1.46M	Sell	17,512 -2,686	-13%	-$223K	0.1%	137
2021 Q2	$1.67M	Buy	20,198 +1,195	+6%	+$99K	0.11%	120
2021 Q1	$1.45M	Buy	19,003 +4,500	+31%	+$344K	0.11%	123
2020 Q4	$1.04M	Buy	14,503 +5,779	+66%	+$414K	0.09%	143
2020 Q3	$558K	Buy	8,724 +1,416	+19%	+$90.6K	0.06%	187
2020 Q2	$431K	Buy	7,308 +1,632	+29%	+$96.3K	0.05%	193
2020 Q1	$276K	Buy	5,676 +514	+10%	+$25K	0.04%	226
2019 Q4	$310K	Buy	5,162 +60	+1%	+$3.6K	0.04%	236
2019 Q3	$283K	Hold	5,102	–	–	0.04%	222
2019 Q2	$279K	Buy	5,102 +64	+1%	+$3.5K	0.04%	214
2019 Q1	$266K	Buy	5,038 +2,440	+94%	+$129K	0.05%	202
2018 Q4	$121K	Sell	2,598 -400	-13%	-$18.6K	0.02%	278
2018 Q3	$160K	Buy	2,998 +154	+5%	+$8.22K	0.03%	257
2018 Q2	$144K	Sell	2,844 -954	-25%	-$48.3K	0.03%	266
2018 Q1	$186K	Buy	3,798 +954	+34%	+$46.7K	0.04%	201
2017 Q4	$140K	Buy	+2,844	New	+$140K	0.04%	219