American Capital Advisory’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	$1.05K	Hold	9	–	–	﹤0.01%	489
2025 Q1	$922	Sell	9 -37	-80%	-$3.79K	﹤0.01%	442
2024 Q4	$5.07K	Buy	+46	New	+$5.07K	﹤0.01%	346