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Lehman & Derafelo Financial Resources’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Lehman & Derafelo Financial Resources’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
Q3 		– Sell
-55
Closed -$4K – 201
2022
Q2 		$4K Buy
+55
New +$4.28K ﹤0.01% 193

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JP Morgan Chase
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Ameriprise
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Bank of New York Mellon
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Betterment LLC
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UBS Group
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LPL Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lehman & Derafelo Financial Resources's DSI Position: Q3 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2022, closing a stake of 55 shares — an estimated $4K sold.

Lehman & Derafelo Financial Resources first reported a position in DSI in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 419 funds tracked by Wall St. Rank hold DSI as of Q3 2022.

  • Lehman & Derafelo Financial Resources reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2022 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 55 iShares MSCI KLD 400 Social ETF shares in Q3 2022, an estimated $4K.
  • Lehman & Derafelo Financial Resources first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's iShares MSCI KLD 400 Social ETF position peaked at $4K in Q2 2022.
  • 419 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2022, filed 21 Oct 2022.