Coppell Advisory Solutions’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-1,068	Closed	-$118K	–	735
2024 Q4	$118K	Hold	1,068	–	–	0.02%	389
2024 Q3	$116K	Hold	1,068	–	–	0.02%	369
2024 Q2	$111K	Buy	+1,068	New	+$107K	0.02%	355
2023 Q4	$98.5K	Buy	1,082 +476	+79%	+$40.4K	0.02%	367
2023 Q3	$43.5K	Sell	606 -198	-25%	-$16.8K	0.02%	366
2023 Q2	$66.9K	Buy	+804	New	+$63.9K	0.02%	311
2023 Q1	–	Sell	-606	Closed	-$43.5K	–	435
2022 Q4	$43.5K	Buy	+606	New	+$43.6K	0.01%	368

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Coppell Advisory Solutions's DSI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 1,068 shares — an estimated $118K sold.

Coppell Advisory Solutions first reported a position in DSI in Q4 2022 and held it in 7 quarters. The position peaked at $118K in Q4 2024. 545 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,068 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $118K.
Coppell Advisory Solutions first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's iShares MSCI KLD 400 Social ETF position peaked at $118K in Q4 2024.
545 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.