Certified Advisory Corp’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-134	Closed	-$10K	–	339
2021 Q1	$10K	Buy	+134	New	+$9.92K	﹤0.01%	591
2020 Q2	$8K	Hold	134	–	–	﹤0.01%	580
2020 Q1	$7K	Hold	134	–	–	﹤0.01%	575
2019 Q4	$8K	Hold	134	–	–	﹤0.01%	613
2019 Q3	$7K	Hold	134	–	–	﹤0.01%	635
2019 Q2	$7K	Hold	134	–	–	﹤0.01%	632
2019 Q1	$7K	Hold	134	–	–	﹤0.01%	589
2018 Q4	$6K	Hold	134	–	–	﹤0.01%	600
2018 Q3	$7K	Hold	134	–	–	﹤0.01%	613
2018 Q2	$7K	Hold	134	–	–	﹤0.01%	586
2018 Q1	$6K	Buy	+134	New	+$6.76K	﹤0.01%	572

Other funds holding DSI

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

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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