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RPg Family Wealth Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

RPg Family Wealth Advisory’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
Q1 		– Sell
-2,036
Closed -$122K – 261
2019
Q4 		$122K Hold
2,036
– – 0.07% 114
2019
Q3 		$113K Hold
2,036
– – 0.07% 113
2019
Q2 		$111K Buy
2,036
+192
+10% +$10.3K 0.07% 111
2019
Q1 		$97.3K Buy
1,844
+236
+15% +$12K 0.06% 121
2018
Q4 		$74.8K Hold
1,608
– – 0.07% 86
2018
Q3 		$85.9K Hold
1,608
– – 0.06% 83
2018
Q2 		$81.2K Hold
1,608
– – 0.06% 88
2018
Q1 		$78.6K Buy
1,608
+234
+17% +$11.8K 0.06% 76
2017
Q4 		$67.5K Hold
1,374
– – 0.06% 97
2017
Q3 		$63.8K Hold
1,374
– – 0.05% 116
2017
Q2 		$61.4K Buy
+1,374
New +$60.7K 0.05% 120

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return