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Avantax Planning Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,280
Closed -$68K – 509
2018
Q3 		$68K Buy
+1,280
New +$67.4K 0.01% 421

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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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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
TAM
Trillium Asset Management Boston, Massachusetts $3.25B AUM 23.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Avantax Planning Partners's DSI Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2018, closing a stake of 1,280 shares — an estimated $68K sold.

Avantax Planning Partners first reported a position in DSI in Q3 2018 and held it in 1 quarter. The position peaked at $68K in Q3 2018. 235 funds tracked by Wall St. Rank hold DSI as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,280 iShares MSCI KLD 400 Social ETF shares in Q4 2018, an estimated $68K.
  • Avantax Planning Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's iShares MSCI KLD 400 Social ETF position peaked at $68K in Q3 2018.
  • 235 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.