Baker Tilly Wealth Management’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
2024 Q2	–	Sell	-2,002	Closed	-$202K	–	316
2024 Q1	$202K	Sell	2,002 -334	-14%	-$33.7K	0.04%	406
2023 Q4	$213K	Buy	+2,336	New	+$213K	0.03%	442