OneDigital Investment Advisors’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	$416K	Sell	3,577 -630	-15%	-$73.2K	﹤0.01%	985
2025 Q1	$431K	Sell	4,207 -594	-12%	-$60.8K	0.01%	914
2024 Q4	$529K	Sell	4,801 -557	-10%	-$61.4K	0.01%	866
2024 Q3	$583K	Sell	5,358 -15,644	-74%	-$1.7M	0.01%	881
2024 Q2	$2.18M	Buy	+21,002	New	+$2.18M	0.03%	400