Arax Advisory Partners’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	$372K	Sell	3,200 -3,200	-50%	-$372K	0.02%	472
2025 Q1	$655K	Buy	6,400 +3,200	+100%	+$328K	0.04%	252
2024 Q4	$353K	Buy	3,200 +2,461	+333%	+$271K	0.02%	366
2024 Q3	$80.4K	Buy	+739	New	+$80.4K	0.01%	554