D'Orazio & Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

D'Orazio & Associates’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	-92	Closed	-$8K	–	272
2021 Q3	$8K	Hold	92	–	–	﹤0.01%	570
2021 Q2	$8K	Hold	92	–	–	﹤0.01%	321
2021 Q1	$7K	Hold	92	–	–	﹤0.01%	309
2020 Q4	$7K	Hold	92	–	–	﹤0.01%	282
2020 Q3	$6K	Hold	92	–	–	﹤0.01%	258
2020 Q2	$5K	Hold	92	–	–	﹤0.01%	274
2020 Q1	$4K	Hold	92	–	–	﹤0.01%	265
2019 Q4	$6K	Hold	92	–	–	﹤0.01%	272
2019 Q3	$5K	Hold	92	–	–	﹤0.01%	278
2019 Q2	$5K	Hold	92	–	–	﹤0.01%	274
2019 Q1	$5K	Hold	92	–	–	﹤0.01%	271
2018 Q4	$4K	Hold	92	–	–	﹤0.01%	252
2018 Q3	$5K	Buy	+92	New	+$4.84K	﹤0.01%	236

Other funds holding DSI

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 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 Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

D'Orazio & Associates's DSI Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2021, closing a stake of 92 shares — an estimated $8K sold.

D'Orazio & Associates first reported a position in DSI in Q3 2018 and held it in 13 quarters. The position peaked at $8K in Q3 2021. 431 funds tracked by Wall St. Rank hold DSI as of Q4 2021.

D'Orazio & Associates reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 92 iShares MSCI KLD 400 Social ETF shares in Q4 2021, an estimated $8K.
D'Orazio & Associates first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2018 and held it in 13 quarters.
D'Orazio & Associates's iShares MSCI KLD 400 Social ETF position peaked at $8K in Q3 2021.
431 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.