Clear Perspectives Financial Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$595K	Buy	7,626 +80	+1%	+$6.04K	0.33%	28
2022 Q4	$542K	Sell	7,546 -88	-1%	-$6.33K	0.29%	34
2022 Q3	$511K	Hold	7,634	–	–	0.25%	35
2022 Q2	$549K	Sell	7,634 -7,610	-50%	-$593K	0.21%	33
2022 Q1	$1.32M	Buy	15,244 +384	+3%	+$32.9K	0.5%	31
2021 Q4	$1.38M	Buy	14,860 +1,925	+15%	+$174K	0.56%	29
2021 Q3	$1.08M	Buy	12,935 +125	+1%	+$10.7K	0.49%	32
2021 Q2	$1.06M	Buy	12,810 +1,156	+10%	+$93K	0.51%	34
2021 Q1	$890K	Hold	11,654	–	–	0.52%	32
2020 Q4	$834K	Buy	+11,654	New	+$790K	0.53%	33

Other funds holding DSI

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JMPWA

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

Clear Perspectives Financial Planning's DSI Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.1% in Q1 2023, buying an estimated $6.04K and bringing the position to 7,626 shares worth $595K. The position accounts for 0.33% of the portfolio, ranked #28.

Clear Perspectives Financial Planning first reported a position in DSI in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.38M in Q4 2021. 436 funds tracked by Wall St. Rank hold DSI as of Q1 2023.

Clear Perspectives Financial Planning held 7,626 shares of iShares MSCI KLD 400 Social ETF worth $595K as of Q1 2023.
Clear Perspectives Financial Planning bought 80 iShares MSCI KLD 400 Social ETF shares in Q1 2023, an estimated $6.04K.
iShares MSCI KLD 400 Social ETF made up 0.33% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #28 holding.
Clear Perspectives Financial Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares MSCI KLD 400 Social ETF position peaked at $1.38M in Q4 2021.
436 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.