FCA
DSI icon

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

FinTrust Capital 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
2024
Q3 		$11.3K Hold
104
– – ﹤0.01% 920
2024
Q2 		$10.8K Buy
104
+60
+136% +$6K ﹤0.01% 894
2024
Q1 		$4.44K Buy
44
+20
+83% +$1.91K ﹤0.01% 1018
2023
Q4 		$2.19K Hold
24
– – ﹤0.01% 1065
2023
Q3 		$1.95K Buy
+24
New +$2.04K ﹤0.01% 1023

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 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
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

FinTrust Capital Advisors's DSI Position: Q3 2024 in Review

FinTrust Capital Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2024 at 104 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

FinTrust Capital Advisors first reported a position in DSI in Q3 2023 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold DSI as of Q3 2024.

  • FinTrust Capital Advisors held 104 shares of iShares MSCI KLD 400 Social ETF worth $11.3K as of Q3 2024.
  • FinTrust Capital Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2024.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #920 holding.
  • FinTrust Capital Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 5 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.