Number of Shares
101,912.00
Current Holdings Value*
$10.44 Mil
% of Portfolio
4.75%
Total Estimate Gain
$6.56 Mil
% of Total Estimate Gain
29.92%

Dunhill Financial, LLC's iShares ESG MSCI KLD 400 ETF Holding Summary

As of 2025-03-31, Dunhill Financial, LLC held 101,912.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $10.44 Mil. This investment constitutes 4.75% of their stock portfolio, and Dunhill Financial, LLC now holds 0.25% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.

The initial trade took place in 2023Q2. And since then Dunhill Financial, LLC has made 1 purchases of DSI, at an average price of $80.05, for a total of 273,893.00 shares. In addition, there have been 6 sales at an average price of $95.18 for 171,981.00 shares. Based on historical transaction data and DSI's current price of $118.89, Dunhill Financial, LLC's estimated gain on his DSI holdings is $6.56 Mil, reflecting a 29.92% gain to date.

Dunhill Financial, LLC DSI ($118.89) Holding Chart

Dunhill Financial, LLC DSI ($118.89) 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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