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

BSW 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
2020 Q1	–	Sell	-5,468	Closed	-$328K	–	119
2019 Q4	$328K	Buy	5,468 +2	+0%	+$115	0.11%	89
2019 Q3	$303K	Hold	5,466	–	–	0.12%	74
2019 Q2	$299K	Buy	5,466 +266	+5%	+$14.3K	0.11%	76
2019 Q1	$274K	Sell	5,200 -33,550	-87%	-$1.7M	0.11%	69
2018 Q4	$1.8M	Buy	+38,750	New	+$1.92M	0.68%	26

Other funds holding DSI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BSW Wealth Partners's DSI Position: Q1 2020 in Review

BSW Wealth Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2020, closing a stake of 5,468 shares — an estimated $328K sold.

BSW Wealth Partners first reported a position in DSI in Q4 2018 and held it in 5 quarters. The position peaked at $1.8M in Q4 2018. 294 funds tracked by Wall St. Rank hold DSI as of Q1 2020.

BSW Wealth Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2020 after selling out during the quarter.
BSW Wealth Partners sold 5,468 iShares MSCI KLD 400 Social ETF shares in Q1 2020, an estimated $328K.
BSW Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and held it in 5 quarters.
BSW Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $1.8M in Q4 2018.
294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2020.

Based on BSW Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.