Plante Moran Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Plante Moran Financial 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
2023 Q2	–	Sell	-618	Closed	-$48.2K	–	813
2023 Q1	$48.2K	Hold	618	–	–	0.01%	297
2022 Q4	$44.4K	Buy	618 +468	+312%	+$33.6K	0.01%	326
2022 Q3	$10K	Buy	+150	New	+$11.3K	﹤0.01%	578

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

JMPWA

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

Plante Moran Financial Advisors's DSI Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2023, closing a stake of 618 shares — an estimated $48.2K sold.

Plante Moran Financial Advisors first reported a position in DSI in Q3 2022 and held it in 3 quarters. The position peaked at $48.2K in Q1 2023. 460 funds tracked by Wall St. Rank hold DSI as of Q2 2023.

Plante Moran Financial Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 618 iShares MSCI KLD 400 Social ETF shares in Q2 2023, an estimated $48.2K.
Plante Moran Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and held it in 3 quarters.
Plante Moran Financial Advisors's iShares MSCI KLD 400 Social ETF position peaked at $48.2K in Q1 2023.
460 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.