West Financial Advisors’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 Q2	$635K	Sell	4,463 -76	-2%	-$10.4K	0.1%	41
2026 Q1	$550K	Sell	4,539 -33	-0.7%	-$4.22K	0.09%	42
2025 Q4	$589K	Hold	4,572	–	–	0.1%	42
2025 Q3	$576K	Sell	4,572 -399	-8%	-$48.2K	0.1%	45
2025 Q2	$577K	Buy	4,971 +15	+0.3%	+$1.6K	0.1%	42
2025 Q1	$508K	Sell	4,956 -47	-0.9%	-$5.13K	0.1%	43
2024 Q4	$552K	Buy	5,003 +131	+3%	+$14.6K	0.11%	42
2024 Q3	$530K	Sell	4,872 -182	-4%	-$19.1K	0.1%	42
2024 Q2	$525K	Buy	5,054 +364	+8%	+$36.4K	0.11%	42
2024 Q1	$473K	Sell	4,690 -15	-0.3%	-$1.44K	0.1%	43
2023 Q4	$428K	Sell	4,705 -1,692	-26%	-$144K	0.1%	44
2023 Q3	$521K	Hold	6,397	–	–	0.13%	41
2023 Q2	$538K	Sell	6,397 -39	-0.6%	-$3.1K	0.13%	38
2023 Q1	$502K	Sell	6,436 -123	-2%	-$9.29K	0.13%	36
2022 Q4	$471K	Hold	6,559	–	–	0.13%	37
2022 Q3	$439K	Buy	6,559 +109	+2%	+$8.18K	0.13%	40
2022 Q2	$464K	Hold	6,450	–	–	0.13%	37
2022 Q1	$559K	Buy	6,450 +15	+0.2%	+$1.29K	0.15%	37
2021 Q4	$598K	Sell	6,435 -271	-4%	-$24.4K	0.16%	36
2021 Q3	$558K	Buy	6,706 +1,117	+20%	+$95.5K	0.16%	34
2021 Q2	$463K	Buy	5,589 +1,032	+23%	+$83K	0.14%	32
2021 Q1	$348K	Hold	4,557	–	–	0.12%	40
2020 Q4	$326K	Buy	+4,557	New	+$309K	0.12%	40