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Hazlett, Burt & Watson’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hazlett, Burt & Watson’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
2023
Q3 		– Sell
-14
Closed -$1K – 714
2023
Q2 		$1K Buy
+14
New +$1.11K ﹤0.01% 638

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Hazlett, Burt & Watson's DSI Position: Q3 2023 in Review

Hazlett, Burt & Watson sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2023, closing a stake of 14 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in DSI in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 450 funds tracked by Wall St. Rank hold DSI as of Q3 2023.

  • Hazlett, Burt & Watson reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 14 iShares MSCI KLD 400 Social ETF shares in Q3 2023, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and held it in 1 quarter.
  • Hazlett, Burt & Watson's iShares MSCI KLD 400 Social ETF position peaked at $1K in Q2 2023.
  • 450 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2023, filed 2 Nov 2023.