Corient Private Wealth LLC

Position in DSI — iShares ESG MSCI KLD 400 ETF

CIK 1948780 MIAMI, FL

Back to DSI Full portfolio

All Filings in DSI

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 DSI	$1,978,224	13,893	-76.8%	Shares	Sole	2026-08-27
2025-03-31 DSI	$6,140,606	59,961	-1.3%	Shares	Sole	2025-05-14
2024-12-31 DSI	$6,696,474	60,739	-3.8%	Shares	Sole	2025-02-10
2024-09-30 DSI	$6,872,264	63,170	+4.8%	Shares	Sole	2024-11-12
2024-06-30 DSI	$6,258,831	60,268	+0.1%	Shares	Sole	2024-08-13
2024-03-31 DSI	$6,067,350	60,186	-0.2%	Shares	Sole	2024-05-09
2023-12-31 DSI	$5,493,410	60,334	-1.0%	Shares	Sole	2024-02-09
2023-09-30 DSI	$4,961,451	60,944	-0.5%	Shares	Sole	2023-11-03
2023-06-30 DSI	$5,156,254	61,260	-0.7%	Shares	Sole	2023-08-10
2023-03-31 DSI	$4,813,542	61,720	+11.8%	Shares	Sole	2023-05-15
2022-12-31 DSI	$3,961,731	55,185	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.