FundX Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

FundX Investment Group’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 Q4	$52M	Buy	+559,905	New	+$50.5M	12.66%	1
2018 Q1	–	Sell	-6,470	Closed	-$318K	–	38
2017 Q4	$318K	Hold	6,470	–	–	0.16%	34
2017 Q3	$300K	Hold	6,470	–	–	0.13%	29
2017 Q2	$289K	Sell	6,470 -16,056	-71%	-$710K	0.12%	34
2017 Q1	$977K	Hold	22,526	–	–	0.41%	28
2016 Q4	$928K	Sell	22,526 -9,668	-30%	-$391K	0.33%	27
2016 Q3	$1.3M	Hold	32,194	–	–	0.33%	26
2016 Q2	$1.25M	Buy	+32,194	New	+$1.24M	0.31%	28

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JMPWA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FundX Investment Group's DSI Position: Q4 2021 in Review

FundX Investment Group opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q4 2021: 559,905 shares worth $52M. The stake represents 12.66% of the portfolio and ranks #1 among its holdings. This is a return to the name: FundX Investment Group previously reported a position in DSI as recently as Q4 2017.

FundX Investment Group first reported a position in DSI in Q2 2016 and has held it in 8 quarters since. 431 funds tracked by Wall St. Rank hold DSI as of Q4 2021.

FundX Investment Group held 559,905 shares of iShares MSCI KLD 400 Social ETF worth $52M as of Q4 2021.
iShares MSCI KLD 400 Social ETF was a new FundX Investment Group position in Q4 2021.
iShares MSCI KLD 400 Social ETF made up 12.66% of FundX Investment Group's portfolio in Q4 2021, its #1 holding.
FundX Investment Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2016 and has held it in 8 quarters since.
431 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.