O'Dell Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

O'Dell 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
2024 Q1	–	Sell	-241	Closed	-$21.9K	–	188
2023 Q4	$21.9K	Buy	+241	New	+$20.4K	0.01%	281

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

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

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

Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

O'Dell Group's DSI Position: Q1 2024 in Review

O'Dell Group sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2024, closing a stake of 241 shares — an estimated $21.9K sold.

O'Dell Group first reported a position in DSI in Q4 2023 and held it in 1 quarter. The position peaked at $21.9K in Q4 2023. 507 funds tracked by Wall St. Rank hold DSI as of Q1 2024.

O'Dell Group reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 241 iShares MSCI KLD 400 Social ETF shares in Q1 2024, an estimated $21.9K.
O'Dell Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and held it in 1 quarter.
O'Dell Group's iShares MSCI KLD 400 Social ETF position peaked at $21.9K in Q4 2023.
507 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.