TIAA Trust, National Association
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TIAA Trust, National Association’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

TIAA Trust, National Association’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 		$526K Sell
2025
Q1 		$505K Buy
2024
Q4 		$527K Sell
2024
Q3 		$521K Hold
2024
Q2 		$497K Sell
2024
Q1 		$493K Sell
2023
Q4 		$468K Buy
2023
Q3 		$315K Buy