Longview Asset Management (New Mexico)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Sell
6,954
-832
-11% -$96.7K 0.61% 25
2025
Q1
$797K Sell
7,786
-898
-10% -$92K 0.68% 26
2024
Q4
$957K Buy
+8,684
New +$957K 0.83% 25