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FNY Investment Advisers’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

FNY Investment Advisers’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
2023
Q4 		– Sell
-200
Closed -$16K – 531
2023
Q3 		$16K Buy
+200
New +$17K 0.01% 331
2018
Q3 		– Sell
-90
Closed -$4K – 994
2018
Q2 		$4K Buy
+90
New +$4.52K ﹤0.01% 640

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FNY Investment Advisers's DSI Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2023, closing a stake of 200 shares — an estimated $16K sold.

FNY Investment Advisers first reported a position in DSI in Q2 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2023. 495 funds tracked by Wall St. Rank hold DSI as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 200 iShares MSCI KLD 400 Social ETF shares in Q4 2023, an estimated $16K.
  • FNY Investment Advisers first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2018 and held it in 2 quarters.
  • FNY Investment Advisers's iShares MSCI KLD 400 Social ETF position peaked at $16K in Q3 2023.
  • 495 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.