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LGT Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

LGT Financial Advisors’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
2024
Q4 		– Sell
-780
Closed -$84.8K – 733
2024
Q3 		$84.8K Buy
780
+3
+0.4% +$315 0.21% 80
2024
Q2 		$80.7K Buy
777
+1
+0.1% +$100 0.17% 103
2024
Q1 		$78.2K Buy
776
+2
+0.3% +$191 0.09% 195
2023
Q4 		$70.4K Buy
774
+6
+0.8% +$509 0.09% 189
2023
Q3 		$62.5K Sell
768
-164
-18% -$13.9K 0.08% 200
2023
Q2 		$78.4K Buy
+932
New +$74.1K 0.08% 145
2023
Q1 		– Sell
-4,250
Closed -$305K – 108
2022
Q4 		$305K Buy
+4,250
New +$305K 0.36% 61

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 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LGT Financial Advisors's DSI Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2024, closing a stake of 780 shares — an estimated $84.8K sold.

LGT Financial Advisors first reported a position in DSI in Q4 2022 and held it in 7 quarters. The position peaked at $305K in Q4 2022. 568 funds tracked by Wall St. Rank hold DSI as of Q4 2024.

  • LGT Financial Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 780 iShares MSCI KLD 400 Social ETF shares in Q4 2024, an estimated $84.8K.
  • LGT Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and held it in 7 quarters.
  • LGT Financial Advisors's iShares MSCI KLD 400 Social ETF position peaked at $305K in Q4 2022.
  • 568 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.