SIM
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Seaview Investment Managers’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Seaview Investment Managers’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
Q1 		– Sell
-25,047
Closed -$2.33M – 109
2021
Q4 		$2.33M Buy
+25,047
New +$2.26M 0.82% 38

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Seaview Investment Managers's DSI Position: Q1 2022 in Review

Seaview Investment Managers sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2022, closing a stake of 25,047 shares — an estimated $2.33M sold.

Seaview Investment Managers first reported a position in DSI in Q4 2021 and held it in 1 quarter. The position peaked at $2.33M in Q4 2021. 421 funds tracked by Wall St. Rank hold DSI as of Q1 2022.

  • Seaview Investment Managers reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2022 after selling out during the quarter.
  • Seaview Investment Managers sold 25,047 iShares MSCI KLD 400 Social ETF shares in Q1 2022, an estimated $2.33M.
  • Seaview Investment Managers first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and held it in 1 quarter.
  • Seaview Investment Managers's iShares MSCI KLD 400 Social ETF position peaked at $2.33M in Q4 2021.
  • 421 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2022.

Based on Seaview Investment Managers's 13F filing for Q1 2022, filed 28 Apr 2022.