Zhang Financial’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
2025 Q2	–	Sell	-7,054	Closed	-$722K	–	295
2025 Q1	$722K	Hold	7,054	–	–	0.04%	186
2024 Q4	$778K	Hold	7,054	–	–	0.04%	174
2024 Q3	$767K	Buy	+7,054	New	+$767K	0.05%	169