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

Freedman Financial Associates’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 Q2	–	Sell	-340	Closed	-$30K	–	106
2022 Q1	$30K	Buy	340 +73	+27%	+$6.26K	0.02%	258
2021 Q4	$25K	Hold	267	–	–	0.02%	272
2021 Q3	$22K	Hold	267	–	–	0.02%	280
2021 Q2	$22K	Buy	267 +147	+123%	+$11.8K	0.02%	276
2021 Q1	$9K	Hold	120	–	–	0.01%	359
2020 Q4	$9K	Buy	+120	New	+$8.13K	0.01%	353

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Freedman Financial Associates's DSI Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2022, closing a stake of 340 shares — an estimated $30K sold.

Freedman Financial Associates first reported a position in DSI in Q4 2020 and held it in 6 quarters. The position peaked at $30K in Q1 2022. 424 funds tracked by Wall St. Rank hold DSI as of Q2 2022.

Freedman Financial Associates reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 340 iShares MSCI KLD 400 Social ETF shares in Q2 2022, an estimated $30K.
Freedman Financial Associates first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares MSCI KLD 400 Social ETF position peaked at $30K in Q1 2022.
424 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.