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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
2015
Q3
$265K Hold
2015
Q2
$284K Hold
2015
Q1
$288K Hold
2014
Q4
$286K Sell
2014
Q3
$447K Hold
2014
Q2
$446K Hold
2014
Q1
$428K Hold
2013
Q4
$421K Buy