Figure 8 Investment Strategies’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
$247K Hold
2,126
0.24% 57
2025
Q1
$218K Hold
2,126
0.23% 52
2024
Q4
$234K Buy
+2,126
New +$234K 0.23% 52