Evermay Wealth Management’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	$15.8K	Hold	130	–	–	﹤0.01%	415
2025 Q4	$16.7K	Hold	130	–	–	﹤0.01%	402
2025 Q3	$16.4K	Hold	130	–	–	﹤0.01%	407
2025 Q2	$15.1K	Hold	130	–	–	﹤0.01%	411
2025 Q1	$13.3K	Hold	130	–	–	﹤0.01%	417
2024 Q4	$14.3K	Hold	130	–	–	﹤0.01%	403
2024 Q3	$14.1K	Hold	130	–	–	﹤0.01%	427
2024 Q2	$13.5K	Hold	130	–	–	﹤0.01%	429
2024 Q1	$13.1K	Hold	130	–	–	﹤0.01%	445
2023 Q4	$11.8K	Hold	130	–	–	﹤0.01%	437
2023 Q3	$10.6K	Hold	130	–	–	﹤0.01%	420
2023 Q2	$10.9K	Hold	130	–	–	﹤0.01%	421
2023 Q1	$10.1K	Hold	130	–	–	﹤0.01%	419
2022 Q4	$9.33K	Hold	130	–	–	﹤0.01%	423
2022 Q3	$9K	Hold	130	–	–	﹤0.01%	403
2022 Q2	$9K	Hold	130	–	–	﹤0.01%	404
2022 Q1	$11K	Buy	+130	New	+$11.1K	﹤0.01%	411