CYG
DSI icon

Clean Yield Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Clean Yield Group’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
2025
Q4 		– Hold
0
– -$6 – 414
2025
Q3 		– Hold
0
– – – 421
2025
Q2 		– Sell
-355
Closed -$37.8K – 403
2025
Q1 		$36.4K Buy
+355
New +$38.7K 0.01% 252
2023
Q3 		– Sell
-50
Closed -$4.21K – 390
2023
Q2 		$4.21K Sell
50
-50
-50% -$3.97K ﹤0.01% 359
2023
Q1 		$7.8K Buy
+100
New +$7.55K ﹤0.01% 344
2020
Q4 		– Sell
-340
Closed -$22K – 424
2020
Q3 		$22K Sell
340
-3,364
-91% -$212K 0.01% 269
2020
Q2 		$219K Buy
+3,704
New +$206K 0.11% 115

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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