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

GYL Financial Synergies’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
Q3 		$350K Hold
3,215
– – 0.03% 275
2024
Q2 		$334K Buy
3,215
+103
+3% +$10.3K 0.03% 282
2024
Q1 		$314K Hold
3,112
– – 0.02% 294
2023
Q4 		$283K Hold
3,112
– – 0.02% 291
2023
Q3 		$253K Hold
3,112
– – 0.02% 292
2023
Q2 		$262K Hold
3,112
– – 0.02% 295
2023
Q1 		$243K Hold
3,112
– – 0.03% 257
2022
Q4 		$223K Buy
+3,112
New +$224K 0.05% 199

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GYL Financial Synergies's DSI Position: Q3 2024 in Review

GYL Financial Synergies held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2024 at 3,215 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #275.

GYL Financial Synergies first reported a position in DSI in Q4 2022 and has held it in 8 quarters since. 539 funds tracked by Wall St. Rank hold DSI as of Q3 2024.

  • GYL Financial Synergies held 3,215 shares of iShares MSCI KLD 400 Social ETF worth $350K as of Q3 2024.
  • GYL Financial Synergies left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2024.
  • iShares MSCI KLD 400 Social ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #275 holding.
  • GYL Financial Synergies first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 8 quarters since.
  • 539 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.