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New Harbor Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

New Harbor Financial 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
2023
Q1 		– Sell
-3,641
Closed -$261K – 42
2022
Q4 		$261K Buy
+3,641
New +$262K 0.11% 21

Other funds holding DSI

Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

New Harbor Financial Group's DSI Position: Q1 2023 in Review

New Harbor Financial Group sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2023, closing a stake of 3,641 shares — an estimated $261K sold.

New Harbor Financial Group first reported a position in DSI in Q4 2022 and held it in 1 quarter. The position peaked at $261K in Q4 2022. 436 funds tracked by Wall St. Rank hold DSI as of Q1 2023.

  • New Harbor Financial Group reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2023 after selling out during the quarter.
  • New Harbor Financial Group sold 3,641 iShares MSCI KLD 400 Social ETF shares in Q1 2023, an estimated $261K.
  • New Harbor Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and held it in 1 quarter.
  • New Harbor Financial Group's iShares MSCI KLD 400 Social ETF position peaked at $261K in Q4 2022.
  • 436 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2023.

Based on New Harbor Financial Group's 13F filing for Q1 2023, filed 5 May 2023.