Freedom Investment Management’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	$355K	Buy	3,058 +30	+1%	+$3.49K	0.03%	538
2025 Q1	$310K	Buy	3,028 +1,186	+64%	+$121K	0.03%	578
2024 Q4	$203K	Buy	+1,842	New	+$203K	0.02%	714