SoFi Wealth’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	$2.31M	Buy	19,886 +7,863	+65%	+$913K	0.14%	24
2025 Q1	$1.23M	Buy	12,023 +10,419	+650%	+$1.07M	0.09%	20
2024 Q4	$177K	Buy	+1,604	New	+$177K	0.01%	26