KFS
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Kelly Financial Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-44
Closed -$4.61K – 270
2024
Q2 		$4.61K Buy
44
+7
+19% +$700 ﹤0.01% 504
2024
Q1 		$3.77K Hold
37
– – ﹤0.01% 527
2023
Q4 		$3.39K Sell
37
-117
-76% -$9.93K ﹤0.01% 521
2023
Q3 		$12.6K Sell
154
-9
-6% -$763 0.01% 341
2023
Q2 		$13.8K Hold
163
– – 0.01% 326
2023
Q1 		$12.7K Buy
163
+6
+4% +$453 0.01% 323
2022
Q4 		$11.2K Buy
157
+6
+4% +$431 0.01% 322
2022
Q3 		$10.1K Buy
151
+1
+0.7% +$75 0.01% 326
2022
Q2 		$10.8K Buy
150
+29
+24% +$2.26K 0.01% 317
2022
Q1 		$10.5K Buy
121
+55
+83% +$4.72K ﹤0.01% 335
2021
Q4 		$6.09K Buy
66
+11
+20% +$992 ﹤0.01% 413
2021
Q3 		$4.6K Sell
55
-174
-76% -$14.9K ﹤0.01% 429
2021
Q2 		$19K Buy
229
+171
+295% +$13.8K 0.01% 265
2021
Q1 		$4.43K Buy
+58
New +$4.29K ﹤0.01% 411

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kelly Financial Services's DSI Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2024, closing a stake of 44 shares — an estimated $4.61K sold.

Kelly Financial Services first reported a position in DSI in Q1 2021 and held it in 14 quarters. The position peaked at $19K in Q2 2021. 539 funds tracked by Wall St. Rank hold DSI as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 44 iShares MSCI KLD 400 Social ETF shares in Q3 2024, an estimated $4.61K.
  • Kelly Financial Services first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and held it in 14 quarters.
  • Kelly Financial Services's iShares MSCI KLD 400 Social ETF position peaked at $19K in Q2 2021.
  • 539 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.