One Wealth Capital 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	$855K	Buy	7,358 +122	+2%	+$14.2K	0.4%	42
2025 Q1	$741K	Buy	7,236 +339	+5%	+$34.7K	0.4%	44
2024 Q4	$760K	Buy	+6,897	New	+$760K	0.39%	47