APW
DSI icon

Aurora Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Aurora Private Wealth’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
2025
Q1 		– Sell
-5,725
Closed -$631K – 157
2024
Q4 		$631K Buy
5,725
+17
+0.3% +$1.9K 0.47% 58
2024
Q3 		$621K Buy
5,708
+18
+0.3% +$1.89K 0.49% 58
2024
Q2 		$591K Buy
5,690
+12
+0.2% +$1.2K 0.52% 56
2024
Q1 		$572K Buy
5,678
+14
+0.2% +$1.34K 0.49% 57
2023
Q4 		$516K Buy
5,664
+41
+0.7% +$3.48K 0.49% 52
2023
Q3 		$458K Hold
5,623
– – 0.51% 55
2023
Q2 		$473K Buy
5,623
+13
+0.2% +$1.03K 0.54% 52
2023
Q1 		$438K Buy
5,610
+19
+0.3% +$1.44K 0.47% 58
2022
Q4 		$401K Sell
5,591
-101
-2% -$7.26K 0.46% 59
2022
Q3 		$381K Hold
5,692
– – 0.18% 89
2022
Q2 		$409K Buy
5,692
+14
+0.2% +$1.09K 0.18% 93
2022
Q1 		$492K Buy
5,678
+14
+0.2% +$1.2K 0.2% 90
2021
Q4 		$526K Buy
5,664
+35
+0.6% +$3.15K 0.23% 79
2021
Q3 		$468K Hold
5,629
– – 0.19% 106
2021
Q2 		$466K Buy
5,629
+28
+0.5% +$2.25K 0.19% 108
2021
Q1 		$428K Hold
5,601
– – 0.18% 113
2020
Q4 		$401K Buy
5,601
+15
+0.3% +$1.02K 0.17% 129
2020
Q3 		$357K Buy
+5,586
New +$353K 0.15% 119

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Aurora Private Wealth's DSI Position: Q1 2025 in Review

Aurora Private Wealth sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 5,725 shares — an estimated $631K sold.

Aurora Private Wealth first reported a position in DSI in Q3 2020 and held it in 18 quarters. The position peaked at $631K in Q4 2024. 545 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

  • Aurora Private Wealth reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
  • Aurora Private Wealth sold 5,725 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $631K.
  • Aurora Private Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2020 and held it in 18 quarters.
  • Aurora Private Wealth's iShares MSCI KLD 400 Social ETF position peaked at $631K in Q4 2024.
  • 545 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on Aurora Private Wealth's 13F filing for Q1 2025, filed 23 Apr 2025.