Corient Private Wealth
DSI icon

Corient Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Corient Private Wealth’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
2026
Q1 		$7.36M Sell
61,751
-58,939
-49% -$7.54M 0.01% 726
2025
Q4 		$15.5M Buy
120,690
+61,025
+102% +$7.79M 0.01% 626
2025
Q3 		$7.51M Sell
59,665
-80
-0.1% -$9.67K 0.01% 582
2025
Q2 		$6.94M Sell
59,745
-216
-0.4% -$23K 0.01% 611
2025
Q1 		$6.14M Sell
59,961
-778
-1% -$84.9K 0.01% 635
2024
Q4 		$6.7M Sell
60,739
-2,431
-4% -$272K 0.01% 618
2024
Q3 		$6.87M Buy
63,170
+2,902
+5% +$304K 0.01% 664
2024
Q2 		$6.26M Buy
60,268
+82
+0.1% +$8.21K 0.01% 647
2024
Q1 		$6.07M Sell
60,186
-148
-0.2% -$14.2K 0.01% 663
2023
Q4 		$5.49M Sell
60,334
-610
-1% -$51.8K 0.01% 677
2023
Q3 		$4.96M Sell
60,944
-316
-0.5% -$26.8K 0.01% 638
2023
Q2 		$5.16M Sell
61,260
-460
-0.7% -$36.6K 0.01% 627
2023
Q1 		$4.81M Buy
61,720
+6,535
+12% +$494K 0.01% 608
2022
Q4 		$3.96M Buy
+55,185
New +$3.97M 0.01% 548

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return