Gupta Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
BC
SB
JMPWA
Gupta Wealth Management's DSI Position: Q1 2016 in Review
Gupta Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 27% in Q1 2016, buying an estimated $2.17K and bringing the position to 286 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #840.
Gupta Wealth Management first reported a position in DSI in Q1 2015 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold DSI as of Q1 2016.
- Gupta Wealth Management held 286 shares of iShares MSCI KLD 400 Social ETF worth $11K as of Q1 2016.
- Gupta Wealth Management bought 60 iShares MSCI KLD 400 Social ETF shares in Q1 2016, an estimated $2.17K.
- iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #840 holding.
- Gupta Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2015 and has held it in 5 quarters since.
- 118 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2016.
Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.