Eley Financial Management, Inc DSI Holdings History
Eley Financial Management, Inc's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2025-03-31, Eley Financial Management, Inc held 23,622.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $2.43 Mil. This investment constitutes 0.97% of their stock portfolio, and Eley Financial Management, Inc now holds 0.06% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2022Q4. And since then Eley Financial Management, Inc has made 5 purchases of DSI, at an average price of $79.45, for a total of 28,586.00 shares. In addition, there have been 3 sales at an average price of $95.65 for 4,964.00 shares. Based on historical transaction data and DSI's current price of $118.89, Eley Financial Management, Inc's estimated gain on his DSI holdings is $1.01 Mil, reflecting a 44.55% gain to date.
Eley Financial Management, Inc DSI ($118.89) Holding Chart
Eley Financial Management, Inc 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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