Hudock Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Hudock Inc’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
2022 Q4	–	Sell	-751	Closed	-$50K	–	282
2022 Q3	$50K	Buy	751 +3	+0.4%	+$225	0.02%	304
2022 Q2	$53K	Buy	748 +3	+0.4%	+$234	0.02%	293
2022 Q1	$64K	Hold	745	–	–	0.02%	290
2021 Q4	$69K	Buy	745 +3	+0.4%	+$270	0.02%	286
2021 Q3	$61K	Sell	742 -13	-2%	-$1.11K	0.02%	292
2021 Q2	$62K	Buy	755 +1	+0.1%	+$80	0.02%	293
2021 Q1	$57K	Buy	754 +2	+0.3%	+$148	0.02%	296
2020 Q4	$53K	Buy	752 +2	+0.3%	+$136	0.02%	293
2020 Q3	$47K	Buy	750 +4	+0.5%	+$253	0.02%	282
2020 Q2	$44K	Buy	746 +2	+0.3%	+$111	0.02%	279
2020 Q1	$36K	Buy	744 +4	+0.5%	+$230	0.01%	259
2019 Q4	$44K	Buy	740 +2	+0.3%	+$115	0.01%	261
2019 Q3	$40K	Buy	738 +2	+0.3%	+$111	0.01%	268
2019 Q2	$40K	Buy	736 +2	+0.3%	+$107	0.01%	274
2019 Q1	$38K	Buy	734 +4	+0.5%	+$203	0.01%	270
2018 Q4	$33K	Buy	730 +54	+8%	+$2.67K	0.01%	271
2018 Q3	$36K	Buy	676 +2	+0.3%	+$105	0.01%	280
2018 Q2	$34K	Hold	674	–	–	0.01%	275
2018 Q1	$32K	Buy	674 +2	+0.3%	+$101	0.01%	291
2017 Q4	$33K	Buy	672 +6	+0.9%	+$288	0.01%	287
2017 Q3	$31K	Hold	666	–	–	0.01%	300
2017 Q2	$29K	Buy	666 +388	+140%	+$17.2K	0.02%	296
2017 Q1	$12K	Buy	+278	New	+$11.9K	0.01%	374

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMPWA

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

Hudock Inc's DSI Position: Q4 2022 in Review

Hudock Inc sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2022, closing a stake of 751 shares — an estimated $50K sold.

Hudock Inc first reported a position in DSI in Q1 2017 and held it in 23 quarters. The position peaked at $69K in Q4 2021. 437 funds tracked by Wall St. Rank hold DSI as of Q4 2022.

Hudock Inc reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 751 iShares MSCI KLD 400 Social ETF shares in Q4 2022, an estimated $50K.
Hudock Inc first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2017 and held it in 23 quarters.
Hudock Inc's iShares MSCI KLD 400 Social ETF position peaked at $69K in Q4 2021.
437 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.