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

Liberty 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
2021
Q4 		– Sell
-1,892
Closed -$166K – 411
2021
Q3 		$166K Buy
1,892
+921
+95% +$78.7K 0.06% 193
2021
Q2 		$80K Buy
971
+382
+65% +$30.7K 0.03% 243
2021
Q1 		$42K Hold
589
– – 0.02% 310
2020
Q4 		$42K Sell
589
-235
-29% -$15.9K 0.02% 307
2020
Q3 		$53K Hold
824
– – 0.03% 220
2020
Q2 		$49K Hold
824
– – 0.03% 225
2020
Q1 		$40K Hold
824
– – 0.03% 237
2019
Q4 		$49K Buy
824
+624
+312% +$35.8K 0.04% 250
2019
Q3 		$11K Hold
200
– – 0.01% 495
2019
Q2 		$11K Sell
200
-1,342
-87% -$72.1K 0.01% 496
2019
Q1 		$81K Hold
1,542
– – 0.06% 162
2018
Q4 		$71K Buy
+1,542
New +$76.3K 0.05% 160

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return