Physician Wealth 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	$21K	Sell	181 -1	-0.5%	-$116	﹤0.01%	502
2025 Q1	$18.6K	Sell	182 -1	-0.5%	-$102	﹤0.01%	500
2024 Q4	$20.2K	Buy	+183	New	+$20.2K	﹤0.01%	508