Kistler-Tiffany Companies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$50.2K	Hold	596	–	–	0.01%	488
2023 Q1	$46.5K	Hold	596	–	–	0.01%	443
2022 Q4	$42.8K	Hold	596	–	–	0.01%	439
2022 Q3	$40K	Hold	596	–	–	0.01%	404
2022 Q2	$43K	Hold	596	–	–	0.01%	392
2022 Q1	$52K	Hold	596	–	–	0.01%	388
2021 Q4	$55K	Hold	596	–	–	0.01%	361
2021 Q3	$50K	Sell	596 -30	-5%	-$2.56K	0.01%	369
2021 Q2	$52K	Hold	626	–	–	0.01%	362
2021 Q1	$48K	Buy	626 +108	+21%	+$8K	0.01%	339
2020 Q4	$37K	Hold	518	–	–	0.01%	340
2020 Q3	$33K	Buy	518 +392	+311%	+$24.8K	0.01%	325
2020 Q2	$7K	Hold	126	–	–	﹤0.01%	479
2020 Q1	$8K	Hold	126	–	–	﹤0.01%	460
2019 Q4	$8K	Buy	+126	New	+$7.24K	﹤0.01%	467

Other funds holding DSI

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

LPL Financial San Diego, California $377B AUM 19.32% 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

JMPWA

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

Kistler-Tiffany Companies's DSI Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2023 at 596 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #488.

Kistler-Tiffany Companies first reported a position in DSI in Q4 2019 and has held it in 15 quarters since. The position peaked at $55K in Q4 2021. 461 funds tracked by Wall St. Rank hold DSI as of Q2 2023.

Kistler-Tiffany Companies held 596 shares of iShares MSCI KLD 400 Social ETF worth $50.2K as of Q2 2023.
Kistler-Tiffany Companies left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2023.
iShares MSCI KLD 400 Social ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #488 holding.
Kistler-Tiffany Companies first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 15 quarters since.
Kistler-Tiffany Companies's iShares MSCI KLD 400 Social ETF position peaked at $55K in Q4 2021.
461 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.