Karp Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Karp Capital Management’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	-5,184	Closed	-$347K	–	18
2022 Q3	$347K	Buy	+5,184	New	+$389K	0.07%	97
2022 Q2	–	Sell	-2,666	Closed	-$231K	–	144
2022 Q1	$231K	Buy	2,666 +79	+3%	+$6.78K	0.03%	126
2021 Q4	$240K	Buy	+2,587	New	+$233K	0.03%	138
2019 Q1	–	Sell	-2,480	Closed	-$115K	–	176
2018 Q4	$115K	Buy	+2,480	New	+$123K	0.05%	108

Other funds holding DSI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Karp Capital Management's DSI Position: Q4 2022 in Review

Karp Capital Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2022, closing a stake of 5,184 shares — an estimated $347K sold.

Karp Capital Management first reported a position in DSI in Q4 2018 and held it in 4 quarters. The position peaked at $347K in Q3 2022. 437 funds tracked by Wall St. Rank hold DSI as of Q4 2022.

Karp Capital Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 5,184 iShares MSCI KLD 400 Social ETF shares in Q4 2022, an estimated $347K.
Karp Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and held it in 4 quarters.
Karp Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $347K in Q3 2022.
437 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.