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Firethorn Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Firethorn Wealth Partners’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
2021
Q1 		– Sell
-3,475
Closed -$249K – 135
2020
Q4 		$249K Buy
+3,475
New +$235K 0.27% 80

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Firethorn Wealth Partners's DSI Position: Q1 2021 in Review

Firethorn Wealth Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2021, closing a stake of 3,475 shares — an estimated $249K sold.

Firethorn Wealth Partners first reported a position in DSI in Q4 2020 and held it in 1 quarter. The position peaked at $249K in Q4 2020. 373 funds tracked by Wall St. Rank hold DSI as of Q1 2021.

  • Firethorn Wealth Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2021 after selling out during the quarter.
  • Firethorn Wealth Partners sold 3,475 iShares MSCI KLD 400 Social ETF shares in Q1 2021, an estimated $249K.
  • Firethorn Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and held it in 1 quarter.
  • Firethorn Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $249K in Q4 2020.
  • 373 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2021.

Based on Firethorn Wealth Partners's 13F filing for Q1 2021, filed 18 May 2021.