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Premia Global Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Premia Global 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
2019
Q2 		– Sell
-546
Closed -$28K – 140
2019
Q1 		$28K Buy
+546
New +$27.7K 0.03% 259

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Premia Global Advisors's DSI Position: Q2 2019 in Review

Premia Global Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2019, closing a stake of 546 shares — an estimated $28K sold.

Premia Global Advisors first reported a position in DSI in Q1 2019 and held it in 1 quarter. The position peaked at $28K in Q1 2019. 259 funds tracked by Wall St. Rank hold DSI as of Q2 2019.

  • Premia Global Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2019 after selling out during the quarter.
  • Premia Global Advisors sold 546 iShares MSCI KLD 400 Social ETF shares in Q2 2019, an estimated $28K.
  • Premia Global Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and held it in 1 quarter.
  • Premia Global Advisors's iShares MSCI KLD 400 Social ETF position peaked at $28K in Q1 2019.
  • 259 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2019.

Based on Premia Global Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.