PAS
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Partnervest Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Partnervest Advisory Services’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
Q3 		$594K Buy
9,290
+662
+8% +$41.8K 0.19% 96
2020
Q2 		$509K Sell
8,628
-858
-9% -$47.7K 0.19% 94
2020
Q1 		$462K Buy
9,486
+5,904
+165% +$339K 0.21% 87
2019
Q4 		$215K Sell
3,582
-6,136
-63% -$353K 0.08% 205
2019
Q3 		$539K Buy
+9,718
New +$537K 0.19% 99
2014
Q3 		– Sell
-190
Closed -$7K – 308
2014
Q2 		$7K Buy
190
+62
+48% +$2.2K ﹤0.01% 748
2014
Q1 		$4K Sell
128
-126
-50% -$4.35K ﹤0.01% 841
2013
Q4 		$9K Buy
+254
New +$8.4K ﹤0.01% 662

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 $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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