Ancora Advisors’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	$134K	Hold	1,150	–	–	﹤0.01%	799
2025 Q1	$118K	Hold	1,150	–	–	﹤0.01%	810
2024 Q4	$127K	Hold	1,150	–	–	﹤0.01%	801
2024 Q3	$125K	Hold	1,150	–	–	﹤0.01%	770
2024 Q2	$119K	Hold	1,150	–	–	﹤0.01%	752
2024 Q1	$116K	Hold	1,150	–	–	﹤0.01%	765
2023 Q4	$105K	Hold	1,150	–	–	﹤0.01%	765
2023 Q3	$93.6K	Hold	1,150	–	–	﹤0.01%	769
2023 Q2	$96.8K	Hold	1,150	–	–	﹤0.01%	755
2023 Q1	$89.7K	Hold	1,150	–	–	﹤0.01%	773
2022 Q4	$83K	Hold	1,150	–	–	﹤0.01%	832
2022 Q3	$77K	Hold	1,150	–	–	﹤0.01%	940
2022 Q2	$83K	Hold	1,150	–	–	﹤0.01%	997
2022 Q1	$100K	Hold	1,150	–	–	﹤0.01%	1005
2021 Q4	$107K	Hold	1,150	–	–	﹤0.01%	994
2021 Q3	$96K	Hold	1,150	–	–	﹤0.01%	975
2021 Q2	$95K	Hold	1,150	–	–	﹤0.01%	911
2021 Q1	$88K	Hold	1,150	–	–	﹤0.01%	896
2020 Q4	$82K	Hold	1,150	–	–	﹤0.01%	765
2020 Q3	$74K	Hold	1,150	–	–	﹤0.01%	753
2020 Q2	$68K	Hold	1,150	–	–	﹤0.01%	752
2020 Q1	$56K	Hold	1,150	–	–	﹤0.01%	826
2019 Q4	$69K	Buy	+1,150	New	+$69K	﹤0.01%	822
2018 Q4	–	Sell	-1,150	Closed	-$61K	–	755
2018 Q3	$61K	Buy	+1,150	New	+$61K	﹤0.01%	851
2017 Q1	–	Sell	-1,150	Closed	-$47K	–	718
2016 Q4	$47K	Buy	+1,150	New	+$47K	﹤0.01%	784