Financial Life Planners’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 Q1	–	Sell	-348	Closed	-$38.4K	–	175
2024 Q4	$38.4K	Buy	+348	New	+$38.4K	0.03%	142