PSIWM
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Paradigm Strategies in Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Paradigm Strategies in Wealth Management’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
2021
Q3 		– Sell
-708
Closed -$59K – 93
2021
Q2 		$59K Hold
708
– – 0.05% 92
2021
Q1 		$54K Buy
+708
New +$52.4K 0.05% 92

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Paradigm Strategies in Wealth Management's DSI Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2021, closing a stake of 708 shares — an estimated $59K sold.

Paradigm Strategies in Wealth Management first reported a position in DSI in Q1 2021 and held it in 2 quarters. The position peaked at $59K in Q2 2021. 385 funds tracked by Wall St. Rank hold DSI as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 708 iShares MSCI KLD 400 Social ETF shares in Q3 2021, an estimated $59K.
  • Paradigm Strategies in Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $59K in Q2 2021.
  • 385 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.