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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JMPWA

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

Liberty Wealth Management's DSI Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2021, closing a stake of 1,892 shares — an estimated $166K sold.

Liberty Wealth Management first reported a position in DSI in Q4 2018 and held it in 12 quarters. The position peaked at $166K in Q3 2021. 431 funds tracked by Wall St. Rank hold DSI as of Q4 2021.

Liberty Wealth Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,892 iShares MSCI KLD 400 Social ETF shares in Q4 2021, an estimated $166K.
Liberty Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $166K in Q3 2021.
431 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.