FI
DSI icon

FormulaFolio Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

FormulaFolio Investments’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
-43,911
Closed -$3.14M – 540
2020
Q4 		$3.14M Buy
+43,911
New +$2.98M 0.07% 202

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FormulaFolio Investments's DSI Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2021, closing a stake of 43,911 shares — an estimated $3.14M sold.

FormulaFolio Investments first reported a position in DSI in Q4 2020 and held it in 1 quarter. The position peaked at $3.14M in Q4 2020. 373 funds tracked by Wall St. Rank hold DSI as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 43,911 iShares MSCI KLD 400 Social ETF shares in Q1 2021, an estimated $3.14M.
  • FormulaFolio Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares MSCI KLD 400 Social ETF position peaked at $3.14M in Q4 2020.
  • 373 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.