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Stockman Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Stockman Wealth Management’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
-2,522
Closed -$234K – 202
2021
Q4 		$234K Buy
+2,522
New +$227K 0.05% 188

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

Stockman Wealth Management's DSI Position: Q1 2022 in Review

Stockman Wealth Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2022, closing a stake of 2,522 shares — an estimated $234K sold.

Stockman Wealth Management first reported a position in DSI in Q4 2021 and held it in 1 quarter. The position peaked at $234K in Q4 2021. 421 funds tracked by Wall St. Rank hold DSI as of Q1 2022.

  • Stockman Wealth Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2022 after selling out during the quarter.
  • Stockman Wealth Management sold 2,522 iShares MSCI KLD 400 Social ETF shares in Q1 2022, an estimated $234K.
  • Stockman Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and held it in 1 quarter.
  • Stockman Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $234K in Q4 2021.
  • 421 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2022.

Based on Stockman Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.