CFS Investment Advisory Services’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 Q2	$204K	Buy	+1,759	New	+$204K	0.02%	319
2022 Q2	–	Sell	-15,245	Closed	–	–	301
2022 Q1	$0	Buy	+15,245	New	–	﹤0.01%	449