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

Faithward 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
2023
Q2 		– Sell
-36
Closed -$2.8K – 282
2023
Q1 		$2.8K Buy
+36
New +$2.72K ﹤0.01% 298

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 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Faithward Advisors's DSI Position: Q2 2023 in Review

Faithward Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2023, closing a stake of 36 shares — an estimated $2.8K sold.

Faithward Advisors first reported a position in DSI in Q1 2023 and held it in 1 quarter. The position peaked at $2.8K in Q1 2023. 460 funds tracked by Wall St. Rank hold DSI as of Q2 2023.

  • Faithward Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2023 after selling out during the quarter.
  • Faithward Advisors sold 36 iShares MSCI KLD 400 Social ETF shares in Q2 2023, an estimated $2.8K.
  • Faithward Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2023 and held it in 1 quarter.
  • Faithward Advisors's iShares MSCI KLD 400 Social ETF position peaked at $2.8K in Q1 2023.
  • 460 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2023.

Based on Faithward Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.