WealthGarden F.S.’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	$466K	Sell	3,892 -191	-5%	-$22.9K	0.39%	78
2025 Q1	$418K	Buy	4,083 +270	+7%	+$27.7K	0.4%	81
2024 Q4	$420K	Sell	3,813 -119	-3%	-$13.1K	0.39%	77
2024 Q3	$428K	Sell	3,932 -127	-3%	-$13.8K	0.42%	71
2024 Q2	$422K	Buy	+4,059	New	+$422K	0.44%	74