Baldwin Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Baldwin Wealth Partners’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	-400	Closed	-$43.5K	–	448
2024 Q3	$43.5K	Hold	400	–	–	﹤0.01%	577
2024 Q2	$41.5K	Hold	400	–	–	﹤0.01%	374
2024 Q1	$40.3K	Hold	400	–	–	﹤0.01%	394
2023 Q4	$36.4K	Hold	400	–	–	﹤0.01%	418
2023 Q3	$32.6K	Hold	400	–	–	﹤0.01%	448
2023 Q2	$33.7K	Hold	400	–	–	﹤0.01%	464
2023 Q1	$31.2K	Hold	400	–	–	﹤0.01%	489
2022 Q4	$28.7K	Hold	400	–	–	﹤0.01%	500
2022 Q3	$27K	Hold	400	–	–	﹤0.01%	410
2022 Q2	$29K	Hold	400	–	–	﹤0.01%	428
2022 Q1	$35K	Hold	400	–	–	﹤0.01%	421
2021 Q4	$37K	Hold	400	–	–	﹤0.01%	385
2021 Q3	$33K	Hold	400	–	–	﹤0.01%	395
2021 Q2	$33K	Hold	400	–	–	﹤0.01%	406
2021 Q1	$31K	Hold	400	–	–	﹤0.01%	397
2020 Q4	$29K	Hold	400	–	–	﹤0.01%	371
2020 Q3	$26K	Hold	400	–	–	﹤0.01%	360
2020 Q2	$24K	Hold	400	–	–	﹤0.01%	369
2020 Q1	$19K	Hold	400	–	–	﹤0.01%	380
2019 Q4	$24K	Hold	400	–	–	﹤0.01%	394
2019 Q3	$22K	Hold	400	–	–	﹤0.01%	396
2019 Q2	$22K	Hold	400	–	–	﹤0.01%	388
2019 Q1	$21K	Hold	400	–	–	﹤0.01%	392
2018 Q4	$19K	Hold	400	–	–	﹤0.01%	387
2018 Q3	$21K	Hold	400	–	–	﹤0.01%	397
2018 Q2	$20K	Hold	400	–	–	﹤0.01%	401
2018 Q1	$20K	Hold	400	–	–	﹤0.01%	379
2017 Q4	$20K	Hold	400	–	–	﹤0.01%	373
2017 Q3	$19K	Hold	400	–	–	﹤0.01%	373
2017 Q2	$18K	Hold	400	–	–	﹤0.01%	382
2017 Q1	$17K	Hold	400	–	–	﹤0.01%	379
2016 Q4	$16K	Hold	400	–	–	﹤0.01%	384
2016 Q3	$16K	Buy	+400	New	+$16.1K	﹤0.01%	402

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

IAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

Baldwin Wealth Partners's DSI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2024, closing a stake of 400 shares — an estimated $43.5K sold.

Baldwin Wealth Partners first reported a position in DSI in Q3 2016 and held it in 33 quarters. The position peaked at $43.5K in Q3 2024. 568 funds tracked by Wall St. Rank hold DSI as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 400 iShares MSCI KLD 400 Social ETF shares in Q4 2024, an estimated $43.5K.
Baldwin Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2016 and held it in 33 quarters.
Baldwin Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $43.5K in Q3 2024.
568 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.