Harrington Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Harrington Investments’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
2018 Q4	–	Sell	-2,000	Closed	-$107K	–	93
2018 Q3	$107K	Hold	2,000	–	–	0.08%	92
2018 Q2	$101K	Hold	2,000	–	–	0.09%	93
2018 Q1	$98K	Buy	+2,000	New	+$101K	0.08%	92

Other funds holding DSI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TAM

Trillium Asset Management Boston, Massachusetts $3.25B AUM 23.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harrington Investments's DSI Position: Q4 2018 in Review

Harrington Investments sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2018, closing a stake of 2,000 shares — an estimated $107K sold.

Harrington Investments first reported a position in DSI in Q1 2018 and held it in 3 quarters. The position peaked at $107K in Q3 2018. 235 funds tracked by Wall St. Rank hold DSI as of Q4 2018.

Harrington Investments reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2018 after selling out during the quarter.
Harrington Investments sold 2,000 iShares MSCI KLD 400 Social ETF shares in Q4 2018, an estimated $107K.
Harrington Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and held it in 3 quarters.
Harrington Investments's iShares MSCI KLD 400 Social ETF position peaked at $107K in Q3 2018.
235 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2018.

Based on Harrington Investments's 13F filing for Q4 2018, filed 1 Feb 2019.