Ashton Thomas Private Wealth’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	$752K	Buy	+6,477	New	+$752K	0.03%	480
2024 Q3	–	Sell	-88	Closed	-$9.14K	–	939
2024 Q2	$9.14K	Buy	+88	New	+$9.14K	﹤0.01%	1356