Financial Management Professionals’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Financial Management Professionals’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
2022 Q3	–	Sell	-207	Closed	-$15K	–	960
2022 Q2	$15K	Hold	207	–	–	﹤0.01%	402
2022 Q1	$18K	Buy	+207	New	+$17.8K	﹤0.01%	379

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Management Professionals's DSI Position: Q3 2022 in Review

Financial Management Professionals sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2022, closing a stake of 207 shares — an estimated $15K sold.

Financial Management Professionals first reported a position in DSI in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 419 funds tracked by Wall St. Rank hold DSI as of Q3 2022.

Financial Management Professionals reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2022 after selling out during the quarter.
Financial Management Professionals sold 207 iShares MSCI KLD 400 Social ETF shares in Q3 2022, an estimated $15K.
Financial Management Professionals first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and held it in 2 quarters.
Financial Management Professionals's iShares MSCI KLD 400 Social ETF position peaked at $18K in Q1 2022.
419 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.