Ameritas Investment Company’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ameritas Investment Company’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
2021 Q3	$12.7M	Buy	152,945 +6,191	+4%	+$529K	0.59%	32
2021 Q2	$12.2M	Buy	146,754 +14,107	+11%	+$1.14M	0.58%	33
2021 Q1	$10.1M	Buy	+132,647	New	+$9.82M	0.88%	21
2020 Q2	–	Sell	-98,214	Closed	-$4.61M	–	611
2020 Q1	$4.61M	Buy	98,214 +5,016	+5%	+$288K	0.74%	29
2019 Q4	$5.6M	Buy	93,198 +53,960	+138%	+$3.1M	1.17%	14
2019 Q3	$2.24M	Buy	+39,238	New	+$2.17M	0.45%	44
2019 Q2	–	Sell	-76,130	Closed	-$4.01M	–	383
2019 Q1	$4.01M	Buy	+76,130	New	+$3.86M	0.74%	32

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ameritas Investment Company's DSI Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 4.2% in Q3 2021, buying an estimated $529K and bringing the position to 152,945 shares worth $12.7M. The position accounts for 0.59% of the portfolio, ranked #32.

Ameritas Investment Company first reported a position in DSI in Q1 2019 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold DSI as of Q3 2021.

Ameritas Investment Company held 152,945 shares of iShares MSCI KLD 400 Social ETF worth $12.7M as of Q3 2021.
Ameritas Investment Company bought 6,191 iShares MSCI KLD 400 Social ETF shares in Q3 2021, an estimated $529K.
iShares MSCI KLD 400 Social ETF made up 0.59% of Ameritas Investment Company's portfolio in Q3 2021, its #32 holding.
Ameritas Investment Company first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 7 quarters since.
385 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.