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Pinnacle Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Pinnacle Associates’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$265K Buy
2,279
+11
+0.5% +$1.28K ﹤0.01% 769
2025
Q1 		$232K Buy
+2,268
New +$232K ﹤0.01% 768