Cardan Capital Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cardan Capital 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
2021 Q3	$543K	Buy	6,530 +86	+1%	+$7.35K	0.06%	154
2021 Q2	$534K	Buy	+6,444	New	+$519K	0.06%	155

Other funds holding DSI

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

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

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

Cardan Capital Partners's DSI Position: Q3 2021 in Review

Cardan Capital Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.3% in Q3 2021, buying an estimated $7.35K and bringing the position to 6,530 shares worth $543K. The position accounts for 0.06% of the portfolio, ranked #154.

Cardan Capital Partners first reported a position in DSI in Q2 2021 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold DSI as of Q3 2021.

Cardan Capital Partners held 6,530 shares of iShares MSCI KLD 400 Social ETF worth $543K as of Q3 2021.
Cardan Capital Partners bought 86 iShares MSCI KLD 400 Social ETF shares in Q3 2021, an estimated $7.35K.
iShares MSCI KLD 400 Social ETF made up 0.06% of Cardan Capital Partners's portfolio in Q3 2021, its #154 holding.
Cardan Capital Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2021 and has held it in 2 quarters since.
385 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.