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Petix & Botte Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-20,050
Closed -$2.02M – 127
2024
Q1 		$2.02M Buy
+20,050
New +$1.92M 0.5% 49

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Petix & Botte Financial's DSI Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2024, closing a stake of 20,050 shares — an estimated $2.02M sold.

Petix & Botte Financial first reported a position in DSI in Q1 2024 and held it in 1 quarter. The position peaked at $2.02M in Q1 2024. 521 funds tracked by Wall St. Rank hold DSI as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 20,050 iShares MSCI KLD 400 Social ETF shares in Q2 2024, an estimated $2.02M.
  • Petix & Botte Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares MSCI KLD 400 Social ETF position peaked at $2.02M in Q1 2024.
  • 521 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.