NorthLanding Financial Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

NorthLanding Financial Partners’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 Q2	–	Sell	-12,123	Closed	-$945K	–	38
2023 Q1	$945K	Buy	12,123 +10	+0.1%	+$755	0.67%	26
2022 Q4	$870K	Buy	12,113 +47	+0.4%	+$3.38K	0.63%	27
2022 Q3	$808K	Buy	+12,066	New	+$906K	0.64%	30

Other funds holding DSI

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

JMPWA

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

NorthLanding Financial Partners's DSI Position: Q2 2023 in Review

NorthLanding Financial Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2023, closing a stake of 12,123 shares — an estimated $945K sold.

NorthLanding Financial Partners first reported a position in DSI in Q3 2022 and held it in 3 quarters. The position peaked at $945K in Q1 2023. 460 funds tracked by Wall St. Rank hold DSI as of Q2 2023.

NorthLanding Financial Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2023 after selling out during the quarter.
NorthLanding Financial Partners sold 12,123 iShares MSCI KLD 400 Social ETF shares in Q2 2023, an estimated $945K.
NorthLanding Financial Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and held it in 3 quarters.
NorthLanding Financial Partners's iShares MSCI KLD 400 Social ETF position peaked at $945K in Q1 2023.
460 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2023.

Based on NorthLanding Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.