CFM Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-360	Closed	-$21K	–	243
2020 Q2	$21K	Hold	360	–	–	0.01%	355
2020 Q1	$18K	Hold	360	–	–	0.01%	379
2019 Q4	$22K	Buy	+360	New	+$20.7K	0.01%	348

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

Betterment LLC New York $59.1B AUM 18.41% 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 22.9% 1-Year Est. Return

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

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

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

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

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

CFM Wealth Partners's DSI Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2020, closing a stake of 360 shares — an estimated $21K sold.

CFM Wealth Partners first reported a position in DSI in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 322 funds tracked by Wall St. Rank hold DSI as of Q3 2020.

CFM Wealth Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 360 iShares MSCI KLD 400 Social ETF shares in Q3 2020, an estimated $21K.
CFM Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $22K in Q4 2019.
322 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.