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New England Professional Planning Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

New England Professional Planning Group’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
2020
Q2 		– Sell
-6,488
Closed -$350K – 45
2020
Q1 		$350K Hold
6,488
– – 0.32% 24
2019
Q4 		$389K Buy
+6,488
New +$373K 0.31% 28
2018
Q3 		$346K Buy
+6,488
New +$342K 0.4% 28

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New England Professional Planning Group's DSI Position: Q2 2020 in Review

New England Professional Planning Group sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2020, closing a stake of 6,488 shares — an estimated $350K sold.

New England Professional Planning Group first reported a position in DSI in Q3 2018 and held it in 3 quarters. The position peaked at $389K in Q4 2019. 312 funds tracked by Wall St. Rank hold DSI as of Q2 2020.

  • New England Professional Planning Group reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2020 after selling out during the quarter.
  • New England Professional Planning Group sold 6,488 iShares MSCI KLD 400 Social ETF shares in Q2 2020, an estimated $350K.
  • New England Professional Planning Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2018 and held it in 3 quarters.
  • New England Professional Planning Group's iShares MSCI KLD 400 Social ETF position peaked at $389K in Q4 2019.
  • 312 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2020.

Based on New England Professional Planning Group's 13F filing for Q2 2020, filed 13 Aug 2020.