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 $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Certified Advisory Corp's DSI Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2021, closing a stake of 134 shares — an estimated $10K sold.

Certified Advisory Corp first reported a position in DSI in Q1 2018 and held it in 11 quarters. The position peaked at $10K in Q1 2021. 385 funds tracked by Wall St. Rank hold DSI as of Q2 2021.

Certified Advisory Corp reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 134 iShares MSCI KLD 400 Social ETF shares in Q2 2021, an estimated $10K.
Certified Advisory Corp first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's iShares MSCI KLD 400 Social ETF position peaked at $10K in Q1 2021.
385 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.