Kingsview Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kingsview Wealth 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 Q2	–	Sell	-10,811	Closed	-$936K	–	834
2022 Q1	$936K	Buy	+10,811	New	+$927K	0.04%	416
2021 Q2	–	Sell	-9,188	Closed	-$711K	–	935
2021 Q1	$711K	Buy	+9,188	New	+$680K	0.04%	427

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

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

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

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

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

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

Kingsview Wealth Management's DSI Position: Q2 2022 in Review

Kingsview Wealth Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2022, closing a stake of 10,811 shares — an estimated $936K sold.

Kingsview Wealth Management first reported a position in DSI in Q1 2021 and held it in 2 quarters. The position peaked at $936K in Q1 2022. 424 funds tracked by Wall St. Rank hold DSI as of Q2 2022.

Kingsview Wealth Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2022 after selling out during the quarter.
Kingsview Wealth Management sold 10,811 iShares MSCI KLD 400 Social ETF shares in Q2 2022, an estimated $936K.
Kingsview Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and held it in 2 quarters.
Kingsview Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $936K in Q1 2022.
424 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.