Lifelong Wealth Advisors’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	$593K	Buy	5,102 +10	+0.2%	+$1.16K	0.2%	40
2025 Q1	$521K	Buy	5,092 +767	+18%	+$78.5K	0.24%	38
2024 Q4	$477K	Buy	+4,325	New	+$477K	0.21%	35