Columbia River Financial 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
2025 Q2	–	Sell	-297	Closed	-$30K	–	65
2025 Q1	$30K	Buy	+297	New	+$30K	0.02%	94