B, B, H, & B Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

B, B, H, & B Inc’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
2021 Q1	–	Sell	-1,554	Closed	-$111K	–	54
2020 Q4	$111K	Buy	+1,554	New	+$105K	0.1%	40

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

B, B, H, & B Inc's DSI Position: Q1 2021 in Review

B, B, H, & B Inc sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2021, closing a stake of 1,554 shares — an estimated $111K sold.

B, B, H, & B Inc first reported a position in DSI in Q4 2020 and held it in 1 quarter. The position peaked at $111K in Q4 2020. 373 funds tracked by Wall St. Rank hold DSI as of Q1 2021.

B, B, H, & B Inc reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2021 after selling out during the quarter.
B, B, H, & B Inc sold 1,554 iShares MSCI KLD 400 Social ETF shares in Q1 2021, an estimated $111K.
B, B, H, & B Inc first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and held it in 1 quarter.
B, B, H, & B Inc's iShares MSCI KLD 400 Social ETF position peaked at $111K in Q4 2020.
373 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2021.

Based on B, B, H, & B Inc's 13F filing for Q1 2021, filed 11 May 2021.