APSP
DSI icon

Asset Planning Services (Pennsylvania)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-302
Closed -$17K – 116
2019
Q3 		$17K Buy
+302
New +$16.7K 0.01% 174

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DSI Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2019, closing a stake of 302 shares — an estimated $17K sold.

Asset Planning Services (Pennsylvania) first reported a position in DSI in Q3 2019 and held it in 1 quarter. The position peaked at $17K in Q3 2019. 304 funds tracked by Wall St. Rank hold DSI as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 302 iShares MSCI KLD 400 Social ETF shares in Q4 2019, an estimated $17K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s iShares MSCI KLD 400 Social ETF position peaked at $17K in Q3 2019.
  • 304 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.