Aviso Financial’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 Q1	–	Sell	-5,497	Closed	-$607K	–	356
2024 Q4	$607K	Buy	5,497 +650	+13%	+$71.7K	0.03%	196
2024 Q3	$527K	Sell	4,847 -109	-2%	-$11.8K	0.03%	196
2024 Q2	$515K	Buy	+4,956	New	+$515K	0.03%	188