BMO
DSI icon

Beck Mack & Oliver’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Beck Mack & Oliver’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
-25,338
Closed -$2.11M – 206
2021
Q3 		$2.11M Buy
+25,338
New +$2.17M 0.05% 84

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 22.96% 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

Beck Mack & Oliver's DSI Position: Q4 2021 in Review

Beck Mack & Oliver sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2021, closing a stake of 25,338 shares — an estimated $2.11M sold.

Beck Mack & Oliver first reported a position in DSI in Q3 2021 and held it in 1 quarter. The position peaked at $2.11M in Q3 2021. 431 funds tracked by Wall St. Rank hold DSI as of Q4 2021.

  • Beck Mack & Oliver reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2021 after selling out during the quarter.
  • Beck Mack & Oliver sold 25,338 iShares MSCI KLD 400 Social ETF shares in Q4 2021, an estimated $2.11M.
  • Beck Mack & Oliver first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2021 and held it in 1 quarter.
  • Beck Mack & Oliver's iShares MSCI KLD 400 Social ETF position peaked at $2.11M in Q3 2021.
  • 431 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2021.

Based on Beck Mack & Oliver's 13F filing for Q4 2021, filed 28 Jan 2022.