Mission 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
2024 Q2	–	Sell	-2,039	Closed	-$206K	–	627
2024 Q1	$206K	Buy	+2,039	New	+$206K	0.01%	607
2022 Q4	–	Sell	-3,850	Closed	-$258K	–	499
2022 Q3	$258K	Buy	+3,850	New	+$258K	0.01%	408