FFA
DSI icon

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

Fairfield Financial 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
-160
Closed -$17.6K – 110
2024
Q4 		$17.6K Sell
160
-40
-20% -$4.47K 0.01% 177
2024
Q3 		$21.8K Hold
200
– – 0.01% 184
2024
Q2 		$20.8K Buy
+200
New +$20K 0.01% 174
2023
Q4 		$18.2K Sell
200
-30
-13% -$2.54K 0.01% 208
2023
Q3 		$18.7K Hold
230
– – 0.01% 185
2023
Q2 		$19.4K Hold
230
– – 0.01% 191
2023
Q1 		$17.7K Hold
230
– – 0.01% 198
2022
Q4 		$16.5K Hold
230
– – 0.01% 181
2022
Q3 		$15.4K Hold
230
– – 0.01% 186
2022
Q2 		$16.5K Hold
230
– – 0.01% 172
2022
Q1 		$19.9K Buy
+230
New +$19.7K 0.01% 176

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