Wealthspan Partners’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 Q1	–	Sell	-2,143	Closed	-$236K	–	114
2024 Q4	$236K	Buy	2,143 +5	+0.2%	+$551	0.11%	98
2024 Q3	$233K	Buy	2,138 +5	+0.2%	+$544	0.11%	100
2024 Q2	$222K	Buy	2,133 +3	+0.1%	+$312	0.12%	96
2024 Q1	$215K	Buy	+2,130	New	+$215K	0.13%	93