NATURAL INVESTMENTS, LLC DSI Holdings History
NATURAL INVESTMENTS, LLC's iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2025-03-31, NATURAL INVESTMENTS, LLC held 94,028.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $9.63 Mil. This investment constitutes 2.73% of their stock portfolio, and NATURAL INVESTMENTS, LLC now holds 0.23% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2024Q4. And since then NATURAL INVESTMENTS, LLC has made 2 purchases of DSI, at an average price of $111.42, for a total of 94,028.00 shares. Based on historical transaction data and DSI's current price of $117.46, NATURAL INVESTMENTS, LLC's estimated gain on his DSI holdings is $567,460.47, reflecting a 5.42% gain to date.
NATURAL INVESTMENTS, LLC DSI ($117.46) Holding Chart
NATURAL INVESTMENTS, LLC DSI ($117.46) 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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