Clearview Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-275	Closed	-$23.2K	–	246
2023 Q2	$23.2K	Buy	275 +1	+0.4%	+$79	0.02%	264
2023 Q1	$21.4K	Sell	274 -6	-2%	-$453	0.02%	268
2022 Q4	$20.2K	Sell	280 -440	-61%	-$31.6K	0.02%	245
2022 Q3	$48K	Buy	720 +119	+20%	+$8.93K	0.04%	169
2022 Q2	$43K	Buy	601 +524	+681%	+$40.8K	0.03%	197
2022 Q1	$7K	Buy	77 +70	+1,000%	+$6K	﹤0.01%	416
2021 Q4	$1K	Buy	7 +1	+17%	+$90	﹤0.01%	630
2021 Q3	$0	Sell	6 -44	-88%	-$3.76K	﹤0.01%	665
2021 Q2	$4K	Sell	50 -85	-63%	-$6.84K	﹤0.01%	524
2021 Q1	$10K	Sell	135 -13	-9%	-$963	0.01%	404
2020 Q4	$11K	Buy	+148	New	+$10K	0.01%	361