Westside Investment Management’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	$164K	Hold	1,355	–	–	0.03%	319
2025 Q4	$175K	Hold	1,355	–	–	0.03%	300
2025 Q3	$171K	Hold	1,355	–	–	0.03%	308
2025 Q2	$157K	Hold	1,355	–	–	0.03%	284
2025 Q1	$139K	Hold	1,355	–	–	0.03%	270
2024 Q4	$149K	Hold	1,355	–	–	0.03%	262
2024 Q3	$147K	Sell	1,355 -495	-27%	-$51.9K	0.03%	267
2024 Q2	$192K	Hold	1,850	–	–	0.04%	231
2024 Q1	$186K	Hold	1,850	–	–	0.04%	237
2023 Q4	$168K	Hold	1,850	–	–	0.04%	229
2023 Q3	$151K	Hold	1,850	–	–	0.04%	228
2023 Q2	$156K	Hold	1,850	–	–	0.04%	230
2023 Q1	$144K	Buy	1,850 +300	+19%	+$22.7K	0.04%	238
2022 Q4	$111	Hold	1,550	–	–	﹤0.01%	354
2022 Q3	$103	Hold	1,550	–	–	﹤0.01%	355
2022 Q2	$111	Hold	1,550	–	–	﹤0.01%	342
2022 Q1	$134	Hold	1,550	–	–	﹤0.01%	342
2021 Q4	$144	Hold	1,550	–	–	﹤0.01%	324
2021 Q3	$128	Hold	1,550	–	–	﹤0.01%	323
2021 Q2	$128	Hold	1,550	–	–	﹤0.01%	319
2021 Q1	$118	Hold	1,550	–	–	﹤0.01%	317
2020 Q4	$110	Sell	1,550 -50	-3%	-$3.39K	﹤0.01%	284
2020 Q3	$102	Hold	1,600	–	–	﹤0.01%	299
2020 Q2	$94	Hold	1,600	–	–	﹤0.01%	278
2020 Q1	$77	Buy	+1,600	New	+$91.9K	﹤0.01%	295
2019 Q2	$87	Buy	+1,600	New	+$86K	﹤0.01%	259
2018 Q4	$74.4K	Buy	+1,600	New	+$79.1K	0.03%	246
2018 Q3	–	Sell	-1,600	Closed	-$81K	–	739
2018 Q2	$81K	Hold	1,600	–	–	0.03%	248
2018 Q1	$76.3K	Hold	1,600	–	–	0.04%	244
2017 Q4	$80.9K	Hold	1,600	–	–	0.04%	238
2017 Q3	$75.2K	Hold	1,600	–	–	0.05%	235
2017 Q2	$71.6K	Hold	1,600	–	–	0.05%	230
2017 Q1	$69K	Buy	+1,600	New	+$68.5K	0.03%	232