Raymond James Financial’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	$20M	Sell	171,839 -25,521	-13%	-$2.96M	0.01%	1376
2025 Q1	$20.2M	Buy	197,360 +6,872	+4%	+$704K	0.01%	1300
2024 Q4	$21M	Buy	+190,488	New	+$21M	0.01%	1272