Phoenix Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Phoenix Wealth Advisors’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 Q4	–	Sell	-600	Closed	-$50K	–	180
2021 Q3	$50K	Hold	600	–	–	0.04%	191
2021 Q2	$50K	Hold	600	–	–	0.04%	189
2021 Q1	$46K	Hold	600	–	–	0.04%	194
2020 Q4	$43K	Buy	+600	New	+$40.7K	0.03%	199

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JMPWA

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

Phoenix Wealth Advisors's DSI Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2021, closing a stake of 600 shares — an estimated $50K sold.

Phoenix Wealth Advisors first reported a position in DSI in Q4 2020 and held it in 4 quarters. The position peaked at $50K in Q3 2021. 431 funds tracked by Wall St. Rank hold DSI as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 600 iShares MSCI KLD 400 Social ETF shares in Q4 2021, an estimated $50K.
Phoenix Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $50K in Q3 2021.
431 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.