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3D Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

3D Asset Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,304
Closed -$247K – 61
2018
Q4 		$247K Buy
+5,304
New +$262K 0.06% 57

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

3D Asset Management's DSI Position: Q1 2019 in Review

3D Asset Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2019, closing a stake of 5,304 shares — an estimated $247K sold.

3D Asset Management first reported a position in DSI in Q4 2018 and held it in 1 quarter. The position peaked at $247K in Q4 2018. 247 funds tracked by Wall St. Rank hold DSI as of Q1 2019.

  • 3D Asset Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2019 after selling out during the quarter.
  • 3D Asset Management sold 5,304 iShares MSCI KLD 400 Social ETF shares in Q1 2019, an estimated $247K.
  • 3D Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and held it in 1 quarter.
  • 3D Asset Management's iShares MSCI KLD 400 Social ETF position peaked at $247K in Q4 2018.
  • 247 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2019.

Based on 3D Asset Management's 13F filing for Q1 2019, filed 1 May 2019.