Jones Financial Companies
DSI icon

Jones Financial Companies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Jones Financial Companies’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
2026
Q1 		$3.34M Buy
28,338
+8,022
+39% +$1.03M ﹤0.01% 1233
2025
Q4 		$2.62M Buy
20,316
+2,353
+13% +$301K ﹤0.01% 848
2025
Q3 		$2.24M Buy
17,963
+1,920
+12% +$232K ﹤0.01% 810
2025
Q2 		$1.86M Buy
16,043
+2,186
+16% +$233K ﹤0.01% 777
2025
Q1 		$1.41M Buy
13,857
+3,977
+40% +$434K ﹤0.01% 744
2024
Q4 		$1.09M Buy
9,880
+3,987
+68% +$445K ﹤0.01% 719
2024
Q3 		$640K Buy
5,893
+4,132
+235% +$433K ﹤0.01% 733
2024
Q2 		$183K Buy
1,761
+354
+25% +$35.4K ﹤0.01% 863
2024
Q1 		$142K Buy
1,407
+202
+17% +$19.3K ﹤0.01% 525
2023
Q4 		$110K Hold
1,205
– – ﹤0.01% 389
2023
Q3 		$98.1K Hold
1,205
– – ﹤0.01% 311
2023
Q2 		$101K Buy
+1,205
New +$95.8K ﹤0.01% 309

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