Gries 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
2024 Q4	–	Sell	-1,940	Closed	-$211K	–	288
2024 Q3	$211K	Buy	+1,940	New	+$211K	0.04%	260