WU
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Wealthsimple US’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,161
Closed -$373K 25
2020
Q2
$373K Sell
3,161
-1,393
-31% -$164K 0.28% 23
2020
Q1
$444K Sell
4,554
-40,648
-90% -$3.96M 0.39% 22
2019
Q4
$5.43M Buy
+45,202
New +$5.43M 4.32% 12