Snider Financial Group’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	$210K	Buy	+1,809	New	+$210K	0.06%	111
2024 Q2	–	Sell	-1,995	Closed	-$201K	–	62
2024 Q1	$201K	Buy	+1,995	New	+$201K	0.08%	58