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Farmers & Merchants Investments Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Farmers & Merchants Investments Inc’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
Q2 		– Sell
-212
Closed -$21.4K – 1784
2024
Q1 		$21.4K Hold
212
– – ﹤0.01% 518
2023
Q4 		$19.3K Hold
212
– – ﹤0.01% 520
2023
Q3 		$17.3K Buy
+212
New +$18K ﹤0.01% 526
2023
Q1 		– Sell
-39
Closed -$2.8K – 1757
2022
Q4 		$2.8K Buy
+39
New +$2.8K ﹤0.01% 923

Other funds holding DSI

Morgan Stanley
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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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Farmers & Merchants Investments Inc's DSI Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2024, closing a stake of 212 shares — an estimated $21.4K sold.

Farmers & Merchants Investments Inc first reported a position in DSI in Q4 2022 and held it in 4 quarters. The position peaked at $21.4K in Q1 2024. 521 funds tracked by Wall St. Rank hold DSI as of Q2 2024.

  • Farmers & Merchants Investments Inc reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 212 iShares MSCI KLD 400 Social ETF shares in Q2 2024, an estimated $21.4K.
  • Farmers & Merchants Investments Inc first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's iShares MSCI KLD 400 Social ETF position peaked at $21.4K in Q1 2024.
  • 521 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.