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B. Riley Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-5,171
Closed -$560K – 1179
2024
Q3 		$560K Sell
5,171
-2,269
-30% -$238K 0.02% 702
2024
Q2 		$773K Sell
7,440
-1,697
-19% -$170K 0.02% 628
2024
Q1 		$747K Buy
9,137
+2,628
+40% +$251K 0.02% 614
2023
Q4 		$593K Sell
6,509
-2,628
-29% -$223K 0.02% 730
2023
Q3 		$747K Sell
9,137
-278
-3% -$23.6K 0.02% 614
2023
Q2 		$792K Sell
9,415
-114
-1% -$9.06K 0.02% 652
2023
Q1 		$743K Sell
9,529
-5,648
-37% -$427K 0.02% 648
2022
Q4 		$1.09M Buy
15,177
+14
+0.1% +$1.01K 0.03% 506
2022
Q3 		$1.02M Sell
15,163
-947
-6% -$71.1K 0.03% 502
2022
Q2 		$1.16M Buy
16,110
+5,240
+48% +$408K 0.05% 373
2022
Q1 		$942K Buy
10,870
+1,460
+16% +$125K 0.03% 516
2021
Q4 		$874K Buy
9,410
+605
+7% +$54.5K 0.03% 577
2021
Q3 		$731K Buy
8,805
+166
+2% +$14.2K 0.02% 626
2021
Q2 		$692K Sell
8,639
-159
-2% -$12.8K 0.02% 641
2021
Q1 		$655K Buy
8,798
+859
+11% +$63.6K 0.02% 612
2020
Q4 		$569K Buy
7,939
+35
+0.4% +$2.37K 0.03% 497
2020
Q3 		$489K Buy
7,904
+12
+0.2% +$758 0.03% 536
2020
Q2 		$466K Buy
7,892
+22
+0.3% +$1.22K 0.03% 485
2020
Q1 		$384K Buy
+7,870
New +$452K 0.03% 469
2015
Q1 		– Sell
-500
Closed -$19K – 919
2014
Q4 		$19K Buy
+500
New +$18.7K ﹤0.01% 2565
2014
Q3 		– Sell
-400
Closed -$14.6K – 944
2014
Q2 		$14.6K Buy
+400
New +$14.2K ﹤0.01% 1620
2013
Q4 		– Sell
-5,698
Closed -$179K – 685
2013
Q3 		$179K Buy
5,698
+18
+0.3% +$564 0.06% 370
2013
Q2 		$171K Buy
+5,680
New +$171K 0.06% 393

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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 $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Advisors's DSI Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2024, closing a stake of 5,171 shares — an estimated $560K sold.

B. Riley Wealth Advisors first reported a position in DSI in Q2 2013 and held it in 23 quarters. The position peaked at $1.16M in Q2 2022. 568 funds tracked by Wall St. Rank hold DSI as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,171 iShares MSCI KLD 400 Social ETF shares in Q4 2024, an estimated $560K.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2013 and held it in 23 quarters.
  • B. Riley Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.16M in Q2 2022.
  • 568 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.