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

FourThought Financial’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	$91K	Hold	1,354	–	–	0.01%	451
2022 Q2	$97K	Hold	1,354	–	–	0.01%	441
2022 Q1	$117K	Hold	1,354	–	–	0.01%	438
2021 Q4	$126K	Hold	1,354	–	–	0.02%	419
2021 Q3	$112K	Hold	1,354	–	–	0.02%	463
2021 Q2	$112K	Hold	1,354	–	–	0.02%	468
2021 Q1	$103K	Hold	1,354	–	–	0.01%	484
2020 Q4	$96K	Buy	+1,354	New	+$91.7K	0.02%	487

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FourThought Financial's DSI Position: Q3 2022 in Review

FourThought Financial held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2022 at 1,354 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #451.

FourThought Financial first reported a position in DSI in Q4 2020 and has held it in 8 quarters since. The position peaked at $126K in Q4 2021. 419 funds tracked by Wall St. Rank hold DSI as of Q3 2022.

FourThought Financial held 1,354 shares of iShares MSCI KLD 400 Social ETF worth $91K as of Q3 2022.
FourThought Financial left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2022.
iShares MSCI KLD 400 Social ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #451 holding.
FourThought Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares MSCI KLD 400 Social ETF position peaked at $126K in Q4 2021.
419 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.