Harris Associates
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Harris Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Harris Associates’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
Q4 		– Sell
-118
Closed -$12.8K – 155
2024
Q3 		$12.8K Buy
+118
New +$12.4K ﹤0.01% 142

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Harris Associates's DSI Position: Q4 2024 in Review

Harris Associates sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2024, closing a stake of 118 shares — an estimated $12.8K sold.

Harris Associates first reported a position in DSI in Q3 2024 and held it in 1 quarter. The position peaked at $12.8K in Q3 2024. 568 funds tracked by Wall St. Rank hold DSI as of Q4 2024.

  • Harris Associates reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2024 after selling out during the quarter.
  • Harris Associates sold 118 iShares MSCI KLD 400 Social ETF shares in Q4 2024, an estimated $12.8K.
  • Harris Associates first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and held it in 1 quarter.
  • Harris Associates's iShares MSCI KLD 400 Social ETF position peaked at $12.8K in Q3 2024.
  • 568 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2024.

Based on Harris Associates's 13F filing for Q4 2024, filed 14 Feb 2025.