CWA
DSI icon

Clearview Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-275
Closed -$23.2K – 246
2023
Q2 		$23.2K Buy
275
+1
+0.4% +$79 0.02% 264
2023
Q1 		$21.4K Sell
274
-6
-2% -$453 0.02% 268
2022
Q4 		$20.2K Sell
280
-440
-61% -$31.6K 0.02% 245
2022
Q3 		$48K Buy
720
+119
+20% +$8.93K 0.04% 169
2022
Q2 		$43K Buy
601
+524
+681% +$40.8K 0.03% 197
2022
Q1 		$7K Buy
77
+70
+1,000% +$6K ﹤0.01% 416
2021
Q4 		$1K Buy
7
+1
+17% +$90 ﹤0.01% 630
2021
Q3 		$0 Sell
6
-44
-88% -$3.76K ﹤0.01% 665
2021
Q2 		$4K Sell
50
-85
-63% -$6.84K ﹤0.01% 524
2021
Q1 		$10K Sell
135
-13
-9% -$963 0.01% 404
2020
Q4 		$11K Buy
+148
New +$10K 0.01% 361

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearview Wealth Advisors's DSI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2023, closing a stake of 275 shares — an estimated $23.2K sold.

Clearview Wealth Advisors first reported a position in DSI in Q4 2020 and held it in 11 quarters. The position peaked at $48K in Q3 2022. 450 funds tracked by Wall St. Rank hold DSI as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 275 iShares MSCI KLD 400 Social ETF shares in Q3 2023, an estimated $23.2K.
  • Clearview Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $48K in Q3 2022.
  • 450 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.