Diversified Enterprises’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	$3.99M	Buy	34,360 +5,753	+20%	+$668K	0.3%	31
2025 Q1	$2.93M	Buy	28,607 +7,270	+34%	+$745K	0.25%	43
2024 Q4	$2.35M	Buy	21,337 +4,262	+25%	+$470K	0.22%	41
2024 Q3	$1.86M	Buy	+17,075	New	+$1.86M	0.2%	46