Jones Financial Companies
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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
2025
Q3 		$2.24M Buy
2025
Q2 		$1.86M Buy
2025
Q1 		$1.41M Buy
2024
Q4 		$1.09M Buy
2024
Q3 		$640K Buy
2024
Q2 		$183K Buy
2024
Q1 		$142K Buy
2023
Q4 		$110K Hold
2023
Q3 		$98.1K Hold
2023
Q2 		$101K Buy