Rice Partnership’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
2020 Q1	–	Sell	-70	Closed	-$4K	–	103
2019 Q4	$4K	Sell	70 -2	-3%	-$114	﹤0.01%	98
2019 Q3	$4K	Buy	72 +2	+3%	+$111	﹤0.01%	104
2019 Q2	$4K	Buy	+70	New	+$4K	﹤0.01%	100