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

Carmel 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
2023 Q4	–	Sell	-438	Closed	-$35.7K	–	291
2023 Q3	$35.7K	Hold	438	–	–	0.02%	277
2023 Q2	$36.9K	Hold	438	–	–	0.02%	222
2023 Q1	$34.2K	Buy	+438	New	+$33.1K	0.02%	267

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

Carmel Capital Partners's DSI Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2023, closing a stake of 438 shares — an estimated $35.7K sold.

Carmel Capital Partners first reported a position in DSI in Q1 2023 and held it in 3 quarters. The position peaked at $36.9K in Q2 2023. 495 funds tracked by Wall St. Rank hold DSI as of Q4 2023.

Carmel Capital Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 438 iShares MSCI KLD 400 Social ETF shares in Q4 2023, an estimated $35.7K.
Carmel Capital Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's iShares MSCI KLD 400 Social ETF position peaked at $36.9K in Q2 2023.
495 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.