Financial Advisors’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
2022 Q2	–	Sell	-8,968	Closed	-$777K	–	80
2022 Q1	$777K	Hold	8,968	–	–	0.24%	29
2021 Q4	$833K	Hold	8,968	–	–	0.25%	29
2021 Q3	$746K	Hold	8,968	–	–	0.25%	28
2021 Q2	$743K	Buy	+8,968	New	+$743K	0.26%	29