Bellwether Investment Group’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
2017 Q2	–	Sell	-912	Closed	-$40K	–	213
2017 Q1	$40K	Hold	912	–	–	0.11%	174
2016 Q4	$38K	Buy	+912	New	+$38K	0.03%	316
2016 Q2	$35K	Buy	+912	New	+$35K	0.04%	282