Montecito Bank & Trust’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Montecito Bank & Trust’s Portfolio DSI Stock Details DSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$730K	Buy
2025 Q1	$557K	Hold
2024 Q4	$600K	Hold
2024 Q3	$592K	Hold
2024 Q2	$565K	Hold
2024 Q1	$549K	Buy
2017 Q1	–	Sell
2016 Q4	$96K	Buy