Frederick Financial Consultants’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	$217K	Buy	+1,864	New	+$217K	0.13%	97
2025 Q1	–	Sell	-1,864	Closed	-$206K	–	92
2024 Q4	$206K	Buy	+1,864	New	+$206K	0.16%	82