Mattson Financial Services’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	–	Sell	-467	Closed	-$47.8K	–	205
2025 Q1	$47.8K	Hold	467	–	–	0.01%	185
2024 Q4	$50.8K	Sell	467 -147	-24%	-$16K	0.02%	173
2024 Q3	$63.8K	Hold	614	–	–	0.02%	160
2024 Q2	$63.8K	Buy	+614	New	+$63.8K	0.02%	160