Sax 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	$1.47M	Buy	12,696 +764	+6%	+$88.7K	0.09%	126
2025 Q1	$1.22M	Buy	11,932 +8,295	+228%	+$849K	0.09%	123
2024 Q4	$401K	Buy	3,637 +115	+3%	+$12.7K	0.03%	220
2024 Q3	$383K	Buy	3,522 +840	+31%	+$91.4K	0.03%	196
2024 Q2	$279K	Buy	+2,682	New	+$279K	0.03%	218