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

Momentum 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
2022 Q4	$423K	Hold	5,894	–	–	0.43%	44
2022 Q3	$395K	Hold	5,894	–	–	0.44%	44
2022 Q2	$424K	Buy	+5,894	New	+$459K	0.48%	36

Other funds holding DSI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Momentum Advisors's DSI Position: Q4 2022 in Review

Momentum Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q4 2022 at 5,894 shares worth $423K. The position accounts for 0.43% of the portfolio, ranked #44.

Momentum Advisors first reported a position in DSI in Q2 2022 and has held it in 3 quarters since. The position peaked at $424K in Q2 2022. 437 funds tracked by Wall St. Rank hold DSI as of Q4 2022.

Momentum Advisors held 5,894 shares of iShares MSCI KLD 400 Social ETF worth $423K as of Q4 2022.
Momentum Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q4 2022.
iShares MSCI KLD 400 Social ETF made up 0.43% of Momentum Advisors's portfolio in Q4 2022, its #44 holding.
Momentum Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 3 quarters since.
Momentum Advisors's iShares MSCI KLD 400 Social ETF position peaked at $424K in Q2 2022.
437 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.