Essex Savings Bank’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	$210K	Buy	+1,809	New	+$210K	0.05%	293
2019 Q3	–	Sell	-1,222	Closed	-$67K	–	293
2019 Q2	$67K	Hold	1,222	–	–	0.02%	406
2019 Q1	$64K	Hold	1,222	–	–	0.04%	266
2018 Q4	$57K	Buy	+1,222	New	+$57K	0.04%	277