Wealthspire Advisors (New York)’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
2026 Q1	$3.25M	Sell	26,815 -1,494	-5%	-$191K	0.03%	211
2025 Q4	$3.65M	Sell	28,309 -33,903	-54%	-$4.33M	0.03%	195
2025 Q3	$7.84M	Sell	62,212 -8,970	-13%	-$1.08M	0.04%	134
2025 Q2	$8.27M	Sell	71,182 -1,802	-2%	-$192K	0.05%	135
2025 Q1	$7.47M	Buy	72,984 +36,517	+100%	+$3.98M	0.04%	136
2024 Q4	$4.02M	Sell	36,467 -1,742	-5%	-$195K	0.04%	162
2024 Q3	$4.16M	Sell	38,209 -1,134	-3%	-$119K	0.04%	159
2024 Q2	$4.09M	Buy	39,343 +1,626	+4%	+$163K	0.05%	129
2024 Q1	$3.8M	Sell	37,717 -1,820	-5%	-$174K	0.05%	129
2023 Q4	$3.6M	Sell	39,537 -498	-1%	-$42.2K	0.05%	132
2023 Q3	$3.26M	Buy	40,035 +1,396	+4%	+$118K	0.05%	127
2023 Q2	$3.25M	Buy	38,639 +2,899	+8%	+$230K	0.05%	117
2023 Q1	$2.79M	Sell	35,740 -3,798	-10%	-$287K	0.05%	123
2022 Q4	$2.84M	Buy	39,538 +2,718	+7%	+$195K	0.05%	125
2022 Q3	$2.47M	Buy	36,820 +3,331	+10%	+$250K	0.05%	125
2022 Q2	$2.41M	Buy	33,489 +8,790	+36%	+$685K	0.05%	130
2022 Q1	$2.14M	Buy	24,699 +1,122	+5%	+$96.2K	0.05%	119
2021 Q4	$2.19M	Sell	23,577 -6,949	-23%	-$626K	0.05%	141
2021 Q3	$2.54M	Buy	30,526 +5,952	+24%	+$509K	0.05%	141
2021 Q2	$2.04M	Sell	24,574 -632	-3%	-$50.9K	0.05%	110
2021 Q1	$1.93M	Buy	25,206 +72	+0.3%	+$5.33K	0.05%	179
2020 Q4	$1.8M	Buy	+25,134	New	+$1.7M	0.05%	144
2020 Q2	–	Sell	-27,424	Closed	-$1.33M	–	339
2020 Q1	$1.33M	Buy	+27,424	New	+$1.57M	0.06%	163