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Kelman-Lazarov Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kelman-Lazarov 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
Q2 		– Sell
-6,303
Closed -$546K – 83
2022
Q1 		$546K Buy
6,303
+233
+4% +$20K 0.18% 46
2021
Q4 		$564K Sell
6,070
-18
-0.3% -$1.62K 0.18% 50
2021
Q3 		$507K Buy
6,088
+963
+19% +$82.3K 0.18% 50
2021
Q2 		$425K Buy
+5,125
New +$412K 0.15% 50

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Kelman-Lazarov Inc's DSI Position: Q2 2022 in Review

Kelman-Lazarov Inc sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2022, closing a stake of 6,303 shares — an estimated $546K sold.

Kelman-Lazarov Inc first reported a position in DSI in Q2 2021 and held it in 4 quarters. The position peaked at $564K in Q4 2021. 424 funds tracked by Wall St. Rank hold DSI as of Q2 2022.

  • Kelman-Lazarov Inc reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2022 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 6,303 iShares MSCI KLD 400 Social ETF shares in Q2 2022, an estimated $546K.
  • Kelman-Lazarov Inc first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2021 and held it in 4 quarters.
  • Kelman-Lazarov Inc's iShares MSCI KLD 400 Social ETF position peaked at $564K in Q4 2021.
  • 424 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2022.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2022, filed 8 Aug 2022.