Clean Yield Group DSI Holdings History

Number of Shares
8,000.00
Current Holdings Value*
$1.14 Mil
% of Portfolio
0.28%
Total Estimate Gain
$120,141.45
% of Total Estimate Gain
8.96%

Clean Yield Group's iShares ESG MSCI KLD 400 ETF Holding Summary

As of 2026-06-30, Clean Yield Group held 8,000.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $1.14 Mil. This investment constitutes 0.28% of their stock portfolio, and Clean Yield Group now holds 0.02% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.

The initial trade took place in 2020Q2. And since then Clean Yield Group has made 4 purchases of DSI, at an average price of $110.30, for a total of 12,159.00 shares. In addition, there have been 5 sales at an average price of $66.54 for 4,159.00 shares. Based on historical transaction data and DSI's current price of $148.06, Clean Yield Group's estimated gain on his DSI holdings is $120,141.45, reflecting a 8.96% gain to date.

Clean Yield Group DSI ($148.06) Holding Chart

Clean Yield Group DSI ($148.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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