Number of Shares
14,101.00
Current Holdings Value*
$1.44 Mil
% of Portfolio
0.21%
Total Estimate Gain
$867,813.26
% of Total Estimate Gain
27.81%

MainStreet Investment Advisors LLC's iShares ESG MSCI KLD 400 ETF Holding Summary

As of 2025-03-31, MainStreet Investment Advisors LLC held 14,101.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $1.44 Mil. This investment constitutes 0.21% of their stock portfolio, and MainStreet Investment Advisors LLC now holds 0.03% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.

The initial trade took place in 2018Q2. And since then MainStreet Investment Advisors LLC has made 17 purchases of DSI, at an average price of $77.03, for a total of 40,513.00 shares. In addition, there have been 9 sales at an average price of $89.64 for 26,412.00 shares. Based on historical transaction data and DSI's current price of $114.95, MainStreet Investment Advisors LLC's estimated gain on his DSI holdings is $867,813.26, reflecting a 27.81% gain to date.

MainStreet Investment Advisors LLC DSI ($114.95) Holding Chart

MainStreet Investment Advisors LLC DSI ($114.95) 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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