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

Silversage 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 Q3	–	Sell	-4,030	Closed	-$251K	–	17
2020 Q2	$251K	Sell	4,030 -2,580	-39%	-$143K	0.26%	30
2020 Q1	$322K	Buy	6,610 +2,580	+64%	+$148K	0.47%	23
2019 Q4	$242K	Buy	+4,030	New	+$232K	0.26%	30

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Silversage Advisors's DSI Position: Q3 2020 in Review

Silversage Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2020, closing a stake of 4,030 shares — an estimated $251K sold.

Silversage Advisors first reported a position in DSI in Q4 2019 and held it in 3 quarters. The position peaked at $322K in Q1 2020. 322 funds tracked by Wall St. Rank hold DSI as of Q3 2020.

Silversage Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2020 after selling out during the quarter.
Silversage Advisors sold 4,030 iShares MSCI KLD 400 Social ETF shares in Q3 2020, an estimated $251K.
Silversage Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and held it in 3 quarters.
Silversage Advisors's iShares MSCI KLD 400 Social ETF position peaked at $322K in Q1 2020.
322 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2020.

Based on Silversage Advisors's 13F filing for Q3 2020, filed 23 Dec 2020.