FWM
DSI icon

Filbrandt Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Filbrandt Wealth Management’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
2020
Q3 		– Sell
-1,450
Closed -$86K – 212
2020
Q2 		$86K Buy
+1,450
New +$80.6K 0.07% 79

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Filbrandt Wealth Management's DSI Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2020, closing a stake of 1,450 shares — an estimated $86K sold.

Filbrandt Wealth Management first reported a position in DSI in Q2 2020 and held it in 1 quarter. The position peaked at $86K in Q2 2020. 322 funds tracked by Wall St. Rank hold DSI as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 1,450 iShares MSCI KLD 400 Social ETF shares in Q3 2020, an estimated $86K.
  • Filbrandt Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $86K in Q2 2020.
  • 322 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.