Aviso Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Aviso Financial’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	-5,497	Closed	-$607K	–	356
2024 Q4	$607K	Buy	5,497 +650	+13%	+$72.6K	0.03%	196
2024 Q3	$527K	Sell	4,847 -109	-2%	-$11.4K	0.03%	196
2024 Q2	$515K	Buy	+4,956	New	+$496K	0.03%	188

Other funds holding DSI

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Aviso Financial's DSI Position: Q1 2025 in Review

Aviso Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 5,497 shares — an estimated $607K sold.

Aviso Financial first reported a position in DSI in Q2 2024 and held it in 3 quarters. The position peaked at $607K in Q4 2024. 546 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

Aviso Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
Aviso Financial sold 5,497 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $607K.
Aviso Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and held it in 3 quarters.
Aviso Financial's iShares MSCI KLD 400 Social ETF position peaked at $607K in Q4 2024.
546 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on Aviso Financial's 13F filing for Q1 2025, filed 13 May 2025.