Hexagon Capital Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-40	Closed	-$4.1K	–	511
2025 Q1	$4.1K	Hold	40	–	–	﹤0.01%	1233
2024 Q4	$4.41K	Hold	40	–	–	﹤0.01%	1235
2024 Q3	$4.35K	Hold	40	–	–	﹤0.01%	1083
2024 Q2	$4.15K	Hold	40	–	–	﹤0.01%	1035
2024 Q1	$4.03K	Hold	40	–	–	﹤0.01%	1032
2023 Q4	$3.64K	Hold	40	–	–	﹤0.01%	1032
2023 Q3	$3.26K	Hold	40	–	–	﹤0.01%	984
2023 Q2	$3.37K	Hold	40	–	–	﹤0.01%	984
2023 Q1	$3.12K	Hold	40	–	–	﹤0.01%	977
2022 Q4	$2.87K	Hold	40	–	–	﹤0.01%	1018
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	1019
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	891
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	762
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	701
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	717
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	682
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	637
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	630
2020 Q3	$2K	Buy	+40	New	+$2.53K	﹤0.01%	599