Financial Insights, Inc.

Position in DSI — iShares ESG MSCI KLD 400 ETF

CIK 1642058 TACOMA, WA

All Filings in DSI

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 DSI	$1,954,160	13,724	-3.0%	Shares	Sole	2026-08-25
2026-03-31 DSI	$1,714,959	14,151	-5.2%	Shares	Sole	2026-05-19
2025-12-31 DSI	$1,922,272	14,921	-2.4%	Shares	Sole	2026-04-01
2025-09-30 DSI	$1,925,775	15,290	-12.3%	Shares	Sole	2026-04-01
2025-06-30 DSI	$2,026,062	17,442	-18.4%	Shares	Sole	2025-07-22
2025-03-31 DSI	$2,189,218	21,377	-10.4%	Shares	Sole	2025-04-25
2024-12-31 DSI	$2,631,336	23,867	-0.8%	Shares	Sole	2025-03-05
2024-09-30 DSI	$2,617,596	24,061	-3.0%	Shares	Sole	2024-10-22
2024-06-30 DSI	$2,576,726	24,812	-2.2%	Shares	Sole	2024-07-16
2024-03-31 DSI	$2,557,751	25,372	-0.4%	Shares	Sole	2024-04-25
2023-12-31 DSI	$2,318,770	25,467	-0.1%	Shares	Sole	2024-01-25
2023-09-30 DSI	$2,076,117	25,502	-7.0%	Shares	Sole	2023-12-07
2023-06-30 DSI	$2,307,099	27,410	-4.7%	Shares	Sole	2024-01-25
2023-03-31 DSI	$2,243,538	28,767	-13.0%	Shares	Sole	2023-04-18
2022-12-31 DSI	$2,374,884	33,081	-0.0%	Shares	Sole	2023-02-10
2022-09-30 DSI	$2,216,171	33,092	-0.6%	Shares	Sole	2022-10-27
2022-06-30 DSI	$2,394,701	33,306	-12.6%	Shares	Sole	2022-08-03
2022-03-31 DSI	$3,300,222	38,100	-0.8%	Shares	Sole	2022-05-11
2021-12-31 DSI	$3,567,291	38,391	+0.4%	Shares	Sole	2022-02-09
2021-09-30 DSI	$3,183,032	38,253	+7.7%	Shares	Sole	2021-11-12
2021-06-30 DSI	$2,943,115	35,532	+0.3%	Shares	Sole	2021-08-12
2021-03-31 DSI	$2,705,358	35,429	+1.4%	Shares	Sole	2021-05-12
2020-12-31 DSI	$2,499,536	34,939	+118.4%	Shares	Sole	2021-02-05
2020-09-30 DSI	$1,023,408	15,997	+568.5%	Shares	Sole	2020-11-16
2020-06-30 DSI	$141,210	2,393	-84.4%	Shares	Sole	2020-08-20
2020-03-31 DSI	$748,880	15,379	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.