Stanich 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	$2.74M	Sell	23,341 -57	-0.2%	-$6.7K	2.46%	6
2025 Q1	$2.4M	Sell	23,398 -264	-1%	-$27K	1.77%	11
2024 Q4	$2.61M	Buy	+23,662	New	+$2.61M	1.95%	11