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

Gries 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
2024
Q4 		– Sell
-1,940
Closed -$211K – 288
2024
Q3 		$211K Buy
+1,940
New +$203K 0.04% 260

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 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gries Financial's DSI Position: Q4 2024 in Review

Gries Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2024, closing a stake of 1,940 shares — an estimated $211K sold.

Gries Financial first reported a position in DSI in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 568 funds tracked by Wall St. Rank hold DSI as of Q4 2024.

  • Gries Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2024 after selling out during the quarter.
  • Gries Financial sold 1,940 iShares MSCI KLD 400 Social ETF shares in Q4 2024, an estimated $211K.
  • Gries Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and held it in 1 quarter.
  • Gries Financial's iShares MSCI KLD 400 Social ETF position peaked at $211K in Q3 2024.
  • 568 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2024.

Based on Gries Financial's 13F filing for Q4 2024, filed 23 Jan 2025.