Long Wharf Investors’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
2014
Q2
$355K Sell
2014
Q1
$351K Sell
2013
Q4
$356K Sell
2013
Q3
$330K Hold
2013
Q2
$317K Buy