ECA
DSI icon

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

Elevated Capital 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
2024
Q1 		– Sell
-2,947
Closed -$268K – 179
2023
Q4 		$268K Buy
+2,947
New +$250K 0.08% 163

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elevated Capital Advisors's DSI Position: Q1 2024 in Review

Elevated Capital Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2024, closing a stake of 2,947 shares — an estimated $268K sold.

Elevated Capital Advisors first reported a position in DSI in Q4 2023 and held it in 1 quarter. The position peaked at $268K in Q4 2023. 507 funds tracked by Wall St. Rank hold DSI as of Q1 2024.

  • Elevated Capital Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2024 after selling out during the quarter.
  • Elevated Capital Advisors sold 2,947 iShares MSCI KLD 400 Social ETF shares in Q1 2024, an estimated $268K.
  • Elevated Capital Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and held it in 1 quarter.
  • Elevated Capital Advisors's iShares MSCI KLD 400 Social ETF position peaked at $268K in Q4 2023.
  • 507 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2024.

Based on Elevated Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.