Sheets Smith Wealth Management’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
2023 Q4	–	Sell	-400	Closed	-$32.6K	–	374
2023 Q3	$32.6K	Buy	+400	New	+$32.6K	0.01%	407