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

Longview Asset Management (New Mexico)’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 Q2	$808K	Sell
2025 Q1	$797K	Sell
2024 Q4	$957K	Buy