First Pacific Financial’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	$904K	Sell	7,779 -217	-3%	-$25.2K	0.13%	91
2025 Q1	$819K	Buy	7,996 +1	+0%	+$102	0.17%	73
2024 Q4	$881K	Buy	7,995 +4,577	+134%	+$505K	0.21%	78
2024 Q3	$372K	Buy	+3,418	New	+$372K	0.09%	114