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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$331K	Buy
2025 Q4	$350K	Buy
2025 Q3	$223K	Buy
2025 Q2	$204K	Buy