Unionview LLC’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
2024 Q4	$229K	Buy	2,073 +6	+0.3%	+$661	0.17%	80
2024 Q3	$225K	Buy	2,067 +7	+0.3%	+$761	0.18%	86
2024 Q2	$214K	Buy	2,060 +4	+0.2%	+$415	0.17%	83
2024 Q1	$207K	Buy	+2,056	New	+$207K	0.17%	87