Endeavor Private Wealth’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	$207K	Buy	+1,786	New	+$207K	0.1%	128
2025 Q1	–	Sell	-1,697	Closed	-$187K	–	151
2024 Q4	$187K	Buy	+1,697	New	+$187K	0.18%	63