Number of Shares
167,092.00
Current Holdings Value*
$17.11 Mil
% of Portfolio
2.1%
Total Estimate Gain
$7.51 Mil
% of Total Estimate Gain
45.32%

Manchester Capital Management LLC's iShares ESG MSCI KLD 400 ETF Holding Summary

As of 2025-03-31, Manchester Capital Management LLC held 167,092.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $17.11 Mil. This investment constitutes 2.1% of their stock portfolio, and Manchester Capital Management LLC now holds 0.4% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.

The initial trade took place in 2014Q1. And since then Manchester Capital Management LLC has made 13 purchases of DSI, at an average price of $70.72, for a total of 234,297.00 shares. In addition, there have been 10 sales at an average price of $70.66 for 67,205.00 shares. Based on historical transaction data and DSI's current price of $115.69, Manchester Capital Management LLC's estimated gain on his DSI holdings is $7.51 Mil, reflecting a 45.32% gain to date.

Manchester Capital Management LLC DSI ($115.69) Holding Chart

Manchester Capital Management LLC DSI ($115.69) 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 %

Top Ranked Articles

  • 1