Wetzel Investment Advisors’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
2024 Q3	–	Sell	-37	Closed	-$3.73K	–	320
2024 Q2	$3.73K	Hold	37	–	–	﹤0.01%	626
2024 Q1	$3.53K	Hold	37	–	–	﹤0.01%	739
2023 Q4	$3K	Buy	+37	New	+$3K	﹤0.01%	774