Personal Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Personal Wealth 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
2022 Q2	–	Sell	-24,113	Closed	-$2.09M	–	13
2022 Q1	$2.09M	Buy	24,113 +179	+0.7%	+$15.4K	0.91%	22
2021 Q4	$2.22M	Hold	23,934	–	–	0.92%	23
2021 Q3	$1.99M	Hold	23,934	–	–	0.84%	23
2021 Q2	$1.98M	Hold	23,934	–	–	0.8%	23
2021 Q1	$1.83M	Hold	23,934	–	–	0.83%	22
2020 Q4	$1.71M	Hold	23,934	–	–	0.8%	18
2020 Q3	$1.53M	Hold	23,934	–	–	0.8%	18
2020 Q2	$1.41M	Hold	23,934	–	–	0.77%	18
2020 Q1	$1.17M	Hold	23,934	–	–	0.7%	18
2019 Q4	$1.44M	Hold	23,934	–	–	0.62%	22
2019 Q3	$1.33M	Hold	23,934	–	–	0.61%	23
2019 Q2	$1.31M	Buy	23,934 +110	+0.5%	+$5.91K	0.63%	20
2019 Q1	$1.26M	Buy	+23,824	New	+$1.21M	0.67%	19

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JMPWA

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

Personal Wealth Partners's DSI Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2022, closing a stake of 24,113 shares — an estimated $2.09M sold.

Personal Wealth Partners first reported a position in DSI in Q1 2019 and held it in 13 quarters. The position peaked at $2.22M in Q4 2021. 424 funds tracked by Wall St. Rank hold DSI as of Q2 2022.

Personal Wealth Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 24,113 iShares MSCI KLD 400 Social ETF shares in Q2 2022, an estimated $2.09M.
Personal Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and held it in 13 quarters.
Personal Wealth Partners's iShares MSCI KLD 400 Social ETF position peaked at $2.22M in Q4 2021.
424 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.