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

Cherry Tree 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
2026
Q1 		$11.6K Hold
96
– – ﹤0.01% 403
2025
Q4 		$12.4K Hold
96
– – ﹤0.01% 399
2025
Q3 		$12.1K Hold
96
– – ﹤0.01% 388
2025
Q2 		$11.2K Hold
96
– – ﹤0.01% 398
2025
Q1 		$9.83K Sell
96
-938
-91% -$102K ﹤0.01% 424
2024
Q4 		$114K Sell
1,034
-316
-23% -$35.3K 0.03% 197
2024
Q3 		$147K Hold
1,350
– – 0.03% 181
2024
Q2 		$140K Hold
1,350
– – 0.04% 176
2024
Q1 		$136K Hold
1,350
– – 0.03% 180
2023
Q4 		$123K Buy
1,350
+26
+2% +$2.21K 0.03% 181
2023
Q3 		$108K Hold
1,324
– – 0.03% 180
2023
Q2 		$111K Buy
+1,324
New +$105K 0.03% 182

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return