Essex Savings Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Essex Savings Bank’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
2025 Q3	–	Sell
2025 Q2	$210K	Buy
2019 Q3	–	Sell
2019 Q2	$67K	Hold
2019 Q1	$64K	Hold
2018 Q4	$57K	Buy