Burleson & Co’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Burleson & Co’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
2022 Q4	$1.22K	Buy	+17	New	+$1.22K	﹤0.01%	348

Other funds holding DSI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Burleson & Co's DSI Position: Q4 2022 in Review

Burleson & Co opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q4 2022: 17 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #348 among its holdings.

437 funds tracked by Wall St. Rank hold DSI as of Q4 2022.

Burleson & Co held 17 shares of iShares MSCI KLD 400 Social ETF worth $1.22K as of Q4 2022.
iShares MSCI KLD 400 Social ETF was a new Burleson & Co position in Q4 2022.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #348 holding.
437 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.