Modera 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	$2.25M	Buy	19,411 +2,125	+12%	+$247K	0.03%	246
2025 Q1	$1.77M	Hold	17,286	–	–	0.02%	256
2024 Q4	$1.91M	Buy	+17,286	New	+$1.91M	0.02%	254