Rowland Carmichael Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Rowland Carmichael 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
2020 Q4	$14K	Buy	198 +98	+98%	+$6.64K	﹤0.01%	344
2020 Q3	$6K	Sell	100 -236	-70%	-$14.9K	﹤0.01%	332
2020 Q2	$20K	Sell	336 -72	-18%	-$4K	0.01%	306
2020 Q1	$20K	Sell	408 -88	-18%	-$5.05K	0.01%	287
2019 Q4	$30K	Buy	496 +30	+6%	+$1.72K	0.01%	316
2019 Q3	$26K	Buy	466 +366	+366%	+$20.2K	0.01%	321
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	320
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	320
2018 Q4	$5K	Buy	+100	New	+$4.95K	﹤0.01%	290

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rowland Carmichael Advisors's DSI Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 98% in Q4 2020, buying an estimated $6.64K and bringing the position to 198 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Rowland Carmichael Advisors first reported a position in DSI in Q4 2018 and has held it in 9 quarters since. The position peaked at $30K in Q4 2019. 357 funds tracked by Wall St. Rank hold DSI as of Q4 2020.

Rowland Carmichael Advisors held 198 shares of iShares MSCI KLD 400 Social ETF worth $14K as of Q4 2020.
Rowland Carmichael Advisors bought 98 iShares MSCI KLD 400 Social ETF shares in Q4 2020, an estimated $6.64K.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #344 holding.
Rowland Carmichael Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and has held it in 9 quarters since.
Rowland Carmichael Advisors's iShares MSCI KLD 400 Social ETF position peaked at $30K in Q4 2019.
357 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.