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

Edge Capital Group’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
2019 Q4	–	Sell	-7,344	Closed	-$407K	–	234
2019 Q3	$407K	Hold	7,344	–	–	0.04%	181
2019 Q2	$402K	Hold	7,344	–	–	0.04%	194
2019 Q1	$387K	Hold	7,344	–	–	0.04%	192
2018 Q4	$341K	Buy	+7,344	New	+$363K	0.04%	188

Other funds holding DSI

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edge Capital Group's DSI Position: Q4 2019 in Review

Edge Capital Group sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2019, closing a stake of 7,344 shares — an estimated $407K sold.

Edge Capital Group first reported a position in DSI in Q4 2018 and held it in 4 quarters. The position peaked at $407K in Q3 2019. 304 funds tracked by Wall St. Rank hold DSI as of Q4 2019.

Edge Capital Group reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2019 after selling out during the quarter.
Edge Capital Group sold 7,344 iShares MSCI KLD 400 Social ETF shares in Q4 2019, an estimated $407K.
Edge Capital Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and held it in 4 quarters.
Edge Capital Group's iShares MSCI KLD 400 Social ETF position peaked at $407K in Q3 2019.
304 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2019.

Based on Edge Capital Group's 13F filing for Q4 2019, filed 11 Feb 2020.