CVA Family Office’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
2026 Q1	$19.1K	Hold	158	–	–	﹤0.01%	807
2025 Q4	$20.4K	Hold	158	–	–	﹤0.01%	693
2025 Q3	$19.9K	Hold	158	–	–	﹤0.01%	695
2025 Q2	$18.4K	Hold	158	–	–	﹤0.01%	708
2025 Q1	$16.2K	Hold	158	–	–	﹤0.01%	718
2024 Q4	$17.4K	Hold	158	–	–	﹤0.01%	699
2024 Q3	$17.2K	Hold	158	–	–	﹤0.01%	680
2024 Q2	$16.4K	Hold	158	–	–	﹤0.01%	670
2024 Q1	$15.9K	Hold	158	–	–	﹤0.01%	683
2023 Q4	$14.4K	Buy	+158	New	+$13.4K	﹤0.01%	672
2023 Q3	–	Sell	-158	Closed	-$13.3K	–	426
2023 Q2	$13.3K	Hold	158	–	–	﹤0.01%	681
2023 Q1	$12.3K	Hold	158	–	–	﹤0.01%	661
2022 Q4	$11.3K	Buy	+158	New	+$11.4K	﹤0.01%	643