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

HHM Wealth 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 Q1	–	Sell	-374	Closed	-$27K	–	587
2020 Q4	$27K	Hold	374	–	–	0.01%	323
2020 Q3	$24K	Buy	374 +20	+6%	+$1.26K	0.01%	298
2020 Q2	$21K	Buy	354 +42	+13%	+$2.33K	0.01%	299
2020 Q1	$15K	Buy	+312	New	+$17.9K	0.01%	323

Other funds holding DSI

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HHM Wealth Advisors's DSI Position: Q1 2021 in Review

HHM Wealth Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2021, closing a stake of 374 shares — an estimated $27K sold.

HHM Wealth Advisors first reported a position in DSI in Q1 2020 and held it in 4 quarters. The position peaked at $27K in Q4 2020. 373 funds tracked by Wall St. Rank hold DSI as of Q1 2021.

HHM Wealth Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2021 after selling out during the quarter.
HHM Wealth Advisors sold 374 iShares MSCI KLD 400 Social ETF shares in Q1 2021, an estimated $27K.
HHM Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2020 and held it in 4 quarters.
HHM Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $27K in Q4 2020.
373 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2021.

Based on HHM Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.