MBE Wealth Management’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	$488K	Buy	4,197 +16	+0.4%	+$1.86K	0.21%	62
2025 Q1	$428K	Buy	+4,181	New	+$428K	0.2%	64
2020 Q2	–	Sell	-872	Closed	-$42K	–	169
2020 Q1	$42K	Buy	+872	New	+$42K	0.04%	140