RIA
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Realta Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-104
Closed -$10.8K – 438
2024
Q2 		$10.8K Hold
104
– – ﹤0.01% 672
2024
Q1 		$10.5K Buy
+104
New +$9.95K ﹤0.01% 695
2023
Q4 		– Sell
-103
Closed -$8.65K – 495
2023
Q3 		$8.65K Hold
103
– – ﹤0.01% 683
2023
Q2 		$8.65K Buy
+103
New +$8.19K ﹤0.01% 737
2023
Q1 		– Sell
-102
Closed -$7.34K – 495
2022
Q4 		$7.34K Hold
102
– – ﹤0.01% 747
2022
Q3 		$7K Buy
+102
New +$7.66K ﹤0.01% 725

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return