Cascadia Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cascadia Advisory Services’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	$421K	Sell	5,062 -561	-10%	-$48K	0.09%	194
2021 Q2	$466K	Buy	5,623 +152	+3%	+$12.2K	0.1%	179
2021 Q1	$418K	Buy	+5,471	New	+$405K	0.09%	177
2020 Q3	$331K	Hold	5,176	–	–	0.09%	178
2020 Q2	$305K	Buy	+5,176	New	+$288K	0.09%	144

Other funds holding DSI

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

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

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

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

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

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

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

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

JMPWA

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

Cascadia Advisory Services's DSI Position: Q3 2021 in Review

Cascadia Advisory Services reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 10% in Q3 2021, selling an estimated $48K and leaving 5,062 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #194.

Cascadia Advisory Services first reported a position in DSI in Q2 2020 and has held it in 5 quarters since. The position peaked at $466K in Q2 2021. 385 funds tracked by Wall St. Rank hold DSI as of Q3 2021.

Cascadia Advisory Services held 5,062 shares of iShares MSCI KLD 400 Social ETF worth $421K as of Q3 2021.
Cascadia Advisory Services sold 561 iShares MSCI KLD 400 Social ETF shares in Q3 2021, an estimated $48K.
iShares MSCI KLD 400 Social ETF made up 0.09% of Cascadia Advisory Services's portfolio in Q3 2021, its #194 holding.
Cascadia Advisory Services first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and has held it in 5 quarters since.
Cascadia Advisory Services's iShares MSCI KLD 400 Social ETF position peaked at $466K in Q2 2021.
385 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.