1832 Asset Management
DSI icon

1832 Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

1832 Asset Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,445
Closed -$1.81M – 736
2024
Q2 		$1.81M Hold
17,445
– – ﹤0.01% 513
2024
Q1 		$1.76M Buy
17,445
+7,645
+78% +$731K ﹤0.01% 527
2023
Q4 		$892K Hold
9,800
– – ﹤0.01% 581
2023
Q3 		$798K Hold
9,800
– – ﹤0.01% 596
2023
Q2 		$825K Buy
9,800
+3,200
+48% +$254K ﹤0.01% 590
2023
Q1 		$515K Buy
+6,600
New +$499K ﹤0.01% 623

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