RF
DSI icon

Resolute Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Resolute 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
2022
Q2 		– Sell
-3,517
Closed -$305K – 125
2022
Q1 		$305K Buy
+3,517
New +$302K 0.25% 85

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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Resolute Financial's DSI Position: Q2 2022 in Review

Resolute Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2022, closing a stake of 3,517 shares — an estimated $305K sold.

Resolute Financial first reported a position in DSI in Q1 2022 and held it in 1 quarter. The position peaked at $305K in Q1 2022. 424 funds tracked by Wall St. Rank hold DSI as of Q2 2022.

  • Resolute Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2022 after selling out during the quarter.
  • Resolute Financial sold 3,517 iShares MSCI KLD 400 Social ETF shares in Q2 2022, an estimated $305K.
  • Resolute Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and held it in 1 quarter.
  • Resolute Financial's iShares MSCI KLD 400 Social ETF position peaked at $305K in Q1 2022.
  • 424 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2022.

Based on Resolute Financial's 13F filing for Q2 2022, filed 2 Aug 2022.