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Beacon Financial Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Beacon Financial Advisory’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$204K Buy
+1,757
New +$204K 0.05% 340