Investor's Fiduciary Advisor Network’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	$2.32M	Sell	20,010 -7,282	-27%	-$846K	0.86%	24
2025 Q1	$2.79M	Sell	27,292 -24	-0.1%	-$2.46K	1.32%	16
2024 Q4	$3.01M	Buy	+27,316	New	+$3.01M	1.15%	19