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Barometer Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Barometer Capital 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
2021
Q4 		– Sell
-10,100
Closed -$840K – 133
2021
Q3 		$840K Buy
+10,100
New +$864K 0.16% 93

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Barometer Capital Management's DSI Position: Q4 2021 in Review

Barometer Capital Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2021, closing a stake of 10,100 shares — an estimated $840K sold.

Barometer Capital Management first reported a position in DSI in Q3 2021 and held it in 1 quarter. The position peaked at $840K in Q3 2021. 431 funds tracked by Wall St. Rank hold DSI as of Q4 2021.

  • Barometer Capital Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2021 after selling out during the quarter.
  • Barometer Capital Management sold 10,100 iShares MSCI KLD 400 Social ETF shares in Q4 2021, an estimated $840K.
  • Barometer Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2021 and held it in 1 quarter.
  • Barometer Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $840K in Q3 2021.
  • 431 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2021.

Based on Barometer Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.