White Lighthouse 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	$1.57M	Buy	12,942 +150	+1%	+$19.2K	0.22%	58
2025 Q4	$1.65M	Buy	12,792 +1	+0%	+$128	0.23%	58
2025 Q3	$1.61M	Buy	12,791 +2	+0%	+$242	0.25%	54
2025 Q2	$1.49M	Sell	12,789 -2,426	-16%	-$258K	0.24%	57
2025 Q1	$1.56M	Buy	15,215 +271	+2%	+$29.6K	0.28%	51
2024 Q4	$1.65M	Sell	14,944 -179	-1%	-$20K	0.29%	51
2024 Q3	$1.65M	Sell	15,123 -283	-2%	-$29.7K	0.3%	49
2024 Q2	$1.6M	Sell	15,406 -1,689	-10%	-$169K	0.31%	49
2024 Q1	$1.72M	Sell	17,095 -285	-2%	-$27.3K	0.35%	46
2023 Q4	$1.58M	Sell	17,380 -316	-2%	-$26.8K	0.35%	47
2023 Q3	$1.44M	Buy	17,696 +90	+0.5%	+$7.63K	0.35%	47
2023 Q2	$1.48M	Sell	17,606 -757	-4%	-$60.2K	0.35%	48
2023 Q1	$1.43M	Buy	18,363 +2,216	+14%	+$167K	0.36%	49
2022 Q4	$1.16M	Sell	16,147 -618	-4%	-$44.4K	0.32%	53
2022 Q3	$1.12M	Buy	16,765 +135	+0.8%	+$10.1K	0.33%	51
2022 Q2	$1.2M	Buy	16,630 +521	+3%	+$40.6K	0.34%	53
2022 Q1	$1.4M	Sell	16,109 -957	-6%	-$82.1K	0.35%	50
2021 Q4	$1.59M	Sell	17,066 -208	-1%	-$18.8K	0.4%	47
2021 Q3	$1.44M	Buy	17,274 +834	+5%	+$71.3K	0.39%	49
2021 Q2	$1.36M	Buy	16,440 +2,458	+18%	+$198K	0.37%	51
2021 Q1	$1.07M	Buy	13,982 +794	+6%	+$58.8K	0.33%	56
2020 Q4	$943K	Sell	13,188 -1,920	-13%	-$130K	0.3%	61
2020 Q3	$967K	Sell	15,108 -1,648	-10%	-$104K	0.33%	58
2020 Q2	$989K	Buy	16,756 +1,610	+11%	+$89.5K	0.36%	53
2020 Q1	$738K	Buy	15,146 +9,530	+170%	+$547K	0.31%	59
2019 Q4	$337K	Buy	5,616 +46	+0.8%	+$2.64K	0.12%	103
2019 Q3	$309K	Hold	5,570	–	–	0.12%	103
2019 Q2	$305K	Buy	+5,570	New	+$299K	0.13%	101