Independent Advisor Alliance’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 Q1	–	Sell	-29,743	Closed	-$3.28M	–	922
2024 Q4	$3.28M	Buy	+29,743	New	+$3.28M	0.04%	369
2020 Q1	–	Sell	-25,020	Closed	-$1.5M	–	488
2019 Q4	$1.5M	Buy	+25,020	New	+$1.5M	0.07%	289