Ironwood Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-36	Closed	-$3K	–	228
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	465
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	459
2021 Q1	$3K	Hold	36	–	–	﹤0.01%	445
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	407
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	381
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	356
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	312
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	344
2019 Q3	$2K	Hold	36	–	–	﹤0.01%	346
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	347
2019 Q1	$2K	Hold	36	–	–	﹤0.01%	342
2018 Q4	$2K	Hold	36	–	–	﹤0.01%	333
2018 Q3	$2K	Hold	36	–	–	﹤0.01%	330
2018 Q2	$2K	Hold	36	–	–	﹤0.01%	257
2018 Q1	$2K	Buy	+36	New	+$1.82K	﹤0.01%	228

Other funds holding DSI

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

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

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

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

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

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

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

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

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

JMPWA

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

Ironwood Financial's DSI Position: Q4 2021 in Review

Ironwood Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2021, closing a stake of 36 shares — an estimated $3K sold.

Ironwood Financial first reported a position in DSI in Q1 2018 and held it in 15 quarters. The position peaked at $3K in Q3 2021. 431 funds tracked by Wall St. Rank hold DSI as of Q4 2021.

Ironwood Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 36 iShares MSCI KLD 400 Social ETF shares in Q4 2021, an estimated $3K.
Ironwood Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and held it in 15 quarters.
Ironwood Financial's iShares MSCI KLD 400 Social ETF position peaked at $3K in Q3 2021.
431 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.