Harborview Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Harborview Advisors’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 Q3	$385K	Buy	4,630 +484	+12%	+$41.4K	0.22%	71
2021 Q2	$343K	Buy	4,146 +156	+4%	+$12.6K	0.19%	80
2021 Q1	$305K	Sell	3,990 -956	-19%	-$70.8K	0.18%	79
2020 Q4	$354K	Buy	4,946 +50	+1%	+$3.39K	0.24%	71
2020 Q3	$313K	Buy	4,896 +10	+0.2%	+$631	0.24%	72
2020 Q2	$288K	Sell	4,886 -48	-1%	-$2.67K	0.24%	69
2020 Q1	$240K	Sell	4,934 -36	-0.7%	-$2.07K	0.24%	73
2019 Q4	$299K	Buy	4,970 +44	+0.9%	+$2.53K	0.23%	64
2019 Q3	$273K	Sell	4,926 -400	-8%	-$22.1K	0.22%	65
2019 Q2	$291K	Sell	5,326 -846	-14%	-$45.5K	0.24%	61
2019 Q1	$326K	Buy	6,172 +118	+2%	+$5.98K	0.28%	49
2018 Q4	$282K	Buy	6,054 +206	+4%	+$10.2K	0.33%	39
2018 Q3	$312K	Buy	5,848 +822	+16%	+$43.3K	0.32%	44
2018 Q2	$254K	Buy	5,026 +500	+11%	+$25.1K	0.23%	59
2018 Q1	$221K	Buy	+4,526	New	+$228K	0.21%	63

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

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

Harborview Advisors's DSI Position: Q3 2021 in Review

Harborview Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 12% in Q3 2021, buying an estimated $41.4K and bringing the position to 4,630 shares worth $385K. The position accounts for 0.22% of the portfolio, ranked #71.

Harborview Advisors first reported a position in DSI in Q1 2018 and has held it in 15 quarters since. 385 funds tracked by Wall St. Rank hold DSI as of Q3 2021.

Harborview Advisors held 4,630 shares of iShares MSCI KLD 400 Social ETF worth $385K as of Q3 2021.
Harborview Advisors bought 484 iShares MSCI KLD 400 Social ETF shares in Q3 2021, an estimated $41.4K.
iShares MSCI KLD 400 Social ETF made up 0.22% of Harborview Advisors's portfolio in Q3 2021, its #71 holding.
Harborview Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and has held it in 15 quarters since.
385 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.