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

Edge 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
2018 Q2	$370K	Hold	7,344	–	–	0.03%	246
2018 Q1	$358K	Hold	7,344	–	–	0.03%	248
2017 Q4	$360K	Hold	7,344	–	–	0.04%	243
2017 Q3	$340K	Hold	7,344	–	–	0.04%	250
2017 Q2	$327K	Hold	7,344	–	–	0.04%	255
2017 Q1	$318K	Hold	7,344	–	–	0.04%	267
2016 Q4	$302K	Buy	+7,344	New	+$297K	0.04%	265

Other funds holding DSI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JMPWA

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

Edge Advisors's DSI Position: Q2 2018 in Review

Edge Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2018 at 7,344 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #246.

Edge Advisors first reported a position in DSI in Q4 2016 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold DSI as of Q2 2018.

Edge Advisors held 7,344 shares of iShares MSCI KLD 400 Social ETF worth $370K as of Q2 2018.
Edge Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2018.
iShares MSCI KLD 400 Social ETF made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #246 holding.
Edge Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2016 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.