EBA
DSI icon

Eagle Bay Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Eagle Bay Advisors’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
-246
Closed -$27.1K – 352
2024
Q4 		$27.1K Hold
246
– – 0.02% 424
2024
Q3 		$26.8K Hold
246
– – 0.01% 571
2024
Q2 		$25.5K Buy
246
+123
+100% +$12.3K 0.02% 413
2024
Q1 		$12.4K Hold
123
– – 0.01% 534
2023
Q4 		$11.2K Hold
123
– – 0.01% 510
2023
Q3 		$10K Hold
123
– – ﹤0.01% 595
2023
Q2 		$10.4K Hold
123
– – 0.01% 595
2023
Q1 		$9.59K Hold
123
– – 0.01% 602
2022
Q4 		$8.83K Hold
123
– – 0.01% 621
2022
Q3 		$8K Hold
123
– – 0.01% 620
2022
Q2 		$8.84K Buy
+123
New +$9.58K 0.01% 659

Other funds holding DSI

Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return