Macroview Investment Management’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
2025 Q3	–	Sell	-2,607	Closed	-$303K	–	95
2025 Q2	$303K	Buy	+2,607	New	+$278K	0.25%	73
2024 Q4	–	Sell	-40	Closed	-$4.31K	–	215
2024 Q3	$4.31K	Buy	40 +1	+3%	+$105	﹤0.01%	390
2024 Q2	$4.1K	Hold	39	–	–	﹤0.01%	401
2024 Q1	$3.97K	Hold	39	–	–	﹤0.01%	432
2023 Q4	$3.58K	Hold	39	–	–	﹤0.01%	434
2023 Q3	$3.17K	Hold	39	–	–	﹤0.01%	509
2023 Q2	$3.28K	Hold	39	–	–	0.01%	380
2023 Q1	$3.04K	Hold	39	–	–	﹤0.01%	344
2022 Q4	$2.8K	Hold	39	–	–	﹤0.01%	353
2022 Q3	$3K	Hold	39	–	–	0.01%	317
2022 Q2	$3K	Buy	+39	New	+$3.04K	0.01%	339