BDO Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

BDO 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
2023 Q2	$12.3K	Hold	146	–	–	﹤0.01%	674
2023 Q1	$11.4K	Sell	146 -1,115	-88%	-$84.2K	﹤0.01%	680
2022 Q4	$90.5K	Hold	1,261	–	–	0.01%	344
2022 Q3	$84K	Hold	1,261	–	–	0.01%	340
2022 Q2	$91K	Hold	1,261	–	–	0.01%	338
2022 Q1	$109K	Sell	1,261 -200	-14%	-$17.2K	0.01%	328
2021 Q4	$136K	Hold	1,461	–	–	0.01%	319
2021 Q3	$122K	Hold	1,461	–	–	0.01%	336
2021 Q2	$121K	Hold	1,461	–	–	0.01%	350
2021 Q1	$112K	Buy	+1,461	New	+$108K	0.01%	346

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

BDO Wealth Advisors's DSI Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2023 at 146 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

BDO Wealth Advisors first reported a position in DSI in Q1 2021 and has held it in 10 quarters since. The position peaked at $136K in Q4 2021. 461 funds tracked by Wall St. Rank hold DSI as of Q2 2023.

BDO Wealth Advisors held 146 shares of iShares MSCI KLD 400 Social ETF worth $12.3K as of Q2 2023.
BDO Wealth Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2023.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #674 holding.
BDO Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $136K in Q4 2021.
461 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.