Allodium Investment Consultants’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.4M	Buy	20,639 +1,321	+7%	+$153K	1.52%	17
2025 Q1	$1.98M	Buy	19,318 +2,399	+14%	+$246K	1.46%	19
2024 Q4	$1.87M	Buy	+16,919	New	+$1.87M	1.56%	18