Aevitas Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Aevitas Wealth 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
2020 Q4	–	Sell	-7,388	Closed	-$473K	–	116
2020 Q3	$473K	Buy	7,388 +258	+4%	+$16.3K	0.39%	70
2020 Q2	$421K	Buy	7,130 +2,358	+49%	+$131K	0.39%	72
2020 Q1	$232K	Buy	4,772 +6	+0.1%	+$345	0.26%	88
2019 Q4	$286K	Buy	4,766 +136	+3%	+$7.81K	0.27%	93
2019 Q3	$257K	Buy	4,630 +2	+0%	+$111	0.26%	95
2019 Q2	$253K	Buy	4,628 +432	+10%	+$23.2K	0.25%	96
2019 Q1	$221K	Buy	4,196 +692	+20%	+$35.1K	0.2%	97
2018 Q4	$163K	Buy	3,504 +8	+0.2%	+$396	0.17%	108
2018 Q3	$187K	Buy	3,496 +356	+11%	+$18.7K	0.17%	107
2018 Q2	$158K	Hold	3,140	–	–	0.15%	112
2018 Q1	$153K	Buy	3,140 +336	+12%	+$17K	0.15%	111
2017 Q4	$138K	Buy	+2,804	New	+$135K	0.13%	118

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aevitas Wealth Management's DSI Position: Q4 2020 in Review

Aevitas Wealth Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2020, closing a stake of 7,388 shares — an estimated $473K sold.

Aevitas Wealth Management first reported a position in DSI in Q4 2017 and held it in 12 quarters. The position peaked at $473K in Q3 2020. 357 funds tracked by Wall St. Rank hold DSI as of Q4 2020.

Aevitas Wealth Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2020 after selling out during the quarter.
Aevitas Wealth Management sold 7,388 iShares MSCI KLD 400 Social ETF shares in Q4 2020, an estimated $473K.
Aevitas Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2017 and held it in 12 quarters.
Aevitas Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $473K in Q3 2020.
357 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2020.

Based on Aevitas Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.