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Baker Tilly Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Baker Tilly Wealth Management’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
Q2 		– Sell
-2,002
Closed -$202K – 316
2024
Q1 		$202K Sell
2,002
-334
-14% -$31.9K 0.04% 406
2023
Q4 		$213K Buy
+2,336
New +$198K 0.03% 442

Other funds holding DSI

Morgan Stanley
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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 $786B AUM 40.34% 1-Year Est. Return

Baker Tilly Wealth Management's DSI Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2024, closing a stake of 2,002 shares — an estimated $202K sold.

Baker Tilly Wealth Management first reported a position in DSI in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q4 2023. 521 funds tracked by Wall St. Rank hold DSI as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,002 iShares MSCI KLD 400 Social ETF shares in Q2 2024, an estimated $202K.
  • Baker Tilly Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and held it in 2 quarters.
  • Baker Tilly Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $213K in Q4 2023.
  • 521 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.