SFSG
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Stearns Financial Services Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Stearns Financial Services Group’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 		$179K Buy
2,798
+10
+0.4% +$631 0.03% 143
2020
Q2 		$165K Buy
2,788
+24
+0.9% +$1.33K 0.03% 135
2020
Q1 		$135K Sell
2,764
-2,314
-46% -$133K 0.02% 137
2019
Q4 		$305K Buy
5,078
+40
+0.8% +$2.3K 0.05% 106
2019
Q3 		$279K Sell
5,038
-108
-2% -$5.97K 0.05% 105
2019
Q2 		$281K Sell
5,146
-38
-0.7% -$2.04K 0.05% 104
2019
Q1 		$273K Buy
5,184
+1,800
+53% +$91.3K 0.05% 105
2018
Q4 		$157K Buy
3,384
+28
+0.8% +$1.39K 0.03% 130
2018
Q3 		$179K Buy
+3,356
New +$177K 0.04% 129

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return