Sovran Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$571K	Buy	4,894 +2,166	+79%	+$253K	0.06%	295
2025 Q1	$264K	Buy	2,728 +791	+41%	+$76.5K	0.03%	401
2024 Q4	$212K	Buy	+1,937	New	+$212K	0.03%	398