CFG
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Cooper Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cooper Financial 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
2021
Q4 		– Sell
-6,595
Closed -$549K – 245
2021
Q3 		$549K Buy
6,595
+104
+2% +$8.89K 0.11% 122
2021
Q2 		$538K Sell
6,491
-1,420
-18% -$114K 0.11% 115
2021
Q1 		$604K Sell
7,911
-894
-10% -$66.2K 0.14% 107
2020
Q4 		$630K Buy
8,805
+333
+4% +$22.6K 0.13% 130
2020
Q3 		$542K Buy
8,472
+2,410
+40% +$152K 0.16% 96
2020
Q2 		$358K Buy
6,062
+150
+3% +$8.34K 0.12% 124
2020
Q1 		$288K Hold
5,912
– – 0.12% 108
2019
Q4 		$355K Hold
5,912
– – 0.14% 93
2019
Q3 		$328K Hold
5,912
– – 0.15% 91
2019
Q2 		$323K Buy
+5,912
New +$318K 0.16% 86

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Ameriprise
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UBS Group
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Envestnet Asset Management
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FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return