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Axiom Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Axiom Advisory’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
2024
Q3 		$1.14M Buy
10,881
+185
+2% +$19.4K 0.01% 150
2024
Q2 		$1.07M Buy
+10,696
New +$1.07M 0.01% 146

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axiom Advisory's DSI Position: Q3 2024 in Review

Axiom Advisory increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.7% in Q3 2024, buying an estimated $19.4K and bringing the position to 10,881 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #150.

Axiom Advisory first reported a position in DSI in Q2 2024 and has held it in 2 quarters since. 539 funds tracked by Wall St. Rank hold DSI as of Q3 2024.

  • Axiom Advisory held 10,881 shares of iShares MSCI KLD 400 Social ETF worth $1.14M as of Q3 2024.
  • Axiom Advisory bought 185 iShares MSCI KLD 400 Social ETF shares in Q3 2024, an estimated $19.4K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #150 holding.
  • Axiom Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 2 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.