Larson Financial Group’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	$49K	Buy	422 +147	+53%	+$17.1K	﹤0.01%	1076
2025 Q1	$28.2K	Buy	275 +1	+0.4%	+$102	﹤0.01%	1224
2024 Q4	$30.2K	Buy	274 +1	+0.4%	+$110	﹤0.01%	1063
2024 Q3	$29.7K	Hold	273	–	–	﹤0.01%	1063
2024 Q2	$28.3K	Buy	+273	New	+$28.3K	﹤0.01%	957