LJHT
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Laurie J. Hall Trustee’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Laurie J. Hall Trustee’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
2025
Q3 		– Sell
-3,350
Closed -$389K – 116
2025
Q2 		$389K Buy
+3,350
New +$357K 0.13% 88
2025
Q1 		– Sell
-150
Closed -$17K – 148
2024
Q4 		$17K Sell
150
-100
-40% -$11.2K 0.01% 219
2024
Q3 		$27K Sell
250
-100
-29% -$10.5K 0.01% 219
2024
Q2 		$36K Hold
350
– – 0.01% 193
2024
Q1 		$35K Sell
350
-400
-53% -$38.3K 0.01% 193
2023
Q4 		$68K Sell
750
-150
-17% -$12.7K 0.03% 161
2023
Q3 		$73K Hold
900
– – 0.03% 151
2023
Q2 		$76K Hold
900
– – 0.03% 151
2023
Q1 		$70K Buy
+900
New +$68K 0.03% 157

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return