Catamount Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Catamount Wealth Management’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
2019 Q1	$30K	Hold	568	–	–	0.02%	102
2018 Q4	$29K	Hold	568	–	–	0.02%	86
2018 Q3	$30K	Hold	568	–	–	0.01%	105
2018 Q2	$30K	Hold	568	–	–	0.01%	99
2018 Q1	$28K	Hold	568	–	–	0.01%	101
2017 Q4	$28K	Buy	+568	New	+$27.3K	0.02%	103

Other funds holding DSI

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

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

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

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

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

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

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

JMPWA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Catamount Wealth Management's DSI Position: Q1 2019 in Review

Catamount Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2019 at 568 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #102.

Catamount Wealth Management first reported a position in DSI in Q4 2017 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold DSI as of Q1 2019.

Catamount Wealth Management held 568 shares of iShares MSCI KLD 400 Social ETF worth $30K as of Q1 2019.
Catamount Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2019.
iShares MSCI KLD 400 Social ETF made up 0.02% of Catamount Wealth Management's portfolio in Q1 2019, its #102 holding.
Catamount Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2017 and has held it in 6 quarters since.
247 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.