Coppell Advisory Solutions Corp’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
JMPWA
Coppell Advisory Solutions Corp's DSI Position: Q1 2023 in Review
Coppell Advisory Solutions Corp sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2023, closing a stake of 606 shares — an estimated $43.5K sold.
Coppell Advisory Solutions Corp first reported a position in DSI in Q4 2022 and held it in 1 quarter. The position peaked at $43.5K in Q4 2022. 435 funds tracked by Wall St. Rank hold DSI as of Q1 2023.
- Coppell Advisory Solutions Corp reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2023 after selling out during the quarter.
- Coppell Advisory Solutions Corp sold 606 iShares MSCI KLD 400 Social ETF shares in Q1 2023, an estimated $43.5K.
- Coppell Advisory Solutions Corp first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and held it in 1 quarter.
- Coppell Advisory Solutions Corp's iShares MSCI KLD 400 Social ETF position peaked at $43.5K in Q4 2022.
- 435 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2023.
Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.