First Affirmative Financial Network DSI Holdings History
First Affirmative Financial Network's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2025-03-31, First Affirmative Financial Network held 40,502.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $4.15 Mil. This investment constitutes 2.54% of their stock portfolio, and First Affirmative Financial Network now holds 0.1% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2021Q3. And since then First Affirmative Financial Network has made 4 purchases of DSI, at an average price of $89.80, for a total of 114,049.00 shares. In addition, there have been 10 sales at an average price of $95.26 for 73,547.00 shares. Based on historical transaction data and DSI's current price of $118.03, First Affirmative Financial Network's estimated gain on his DSI holdings is $1.54 Mil, reflecting a 15.08% gain to date.
First Affirmative Financial Network DSI ($118.03) Holding Chart
First Affirmative Financial Network DSI ($118.03) 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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