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

Halpern 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
Q1 		– Sell
-160
Closed -$14.3K – 222
2023
Q4 		$14.3K Sell
160
-60
-27% -$5.09K ﹤0.01% 167
2023
Q3 		$17.9K Buy
+220
New +$18.7K 0.01% 131

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Halpern Financial's DSI Position: Q1 2024 in Review

Halpern Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2024, closing a stake of 160 shares — an estimated $14.3K sold.

Halpern Financial first reported a position in DSI in Q3 2023 and held it in 2 quarters. The position peaked at $17.9K in Q3 2023. 507 funds tracked by Wall St. Rank hold DSI as of Q1 2024.

  • Halpern Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 160 iShares MSCI KLD 400 Social ETF shares in Q1 2024, an estimated $14.3K.
  • Halpern Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and held it in 2 quarters.
  • Halpern Financial's iShares MSCI KLD 400 Social ETF position peaked at $17.9K in Q3 2023.
  • 507 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.