Stordahl Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
TAM
Stordahl Capital Management's DSI Position: Q4 2018 in Review
Stordahl Capital Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2018, closing a stake of 5,432 shares — an estimated $272K sold.
Stordahl Capital Management first reported a position in DSI in Q1 2018 and held it in 3 quarters. The position peaked at $297K in Q2 2018. 235 funds tracked by Wall St. Rank hold DSI as of Q4 2018.
- Stordahl Capital Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2018 after selling out during the quarter.
- Stordahl Capital Management sold 5,432 iShares MSCI KLD 400 Social ETF shares in Q4 2018, an estimated $272K.
- Stordahl Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and held it in 3 quarters.
- Stordahl Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $297K in Q2 2018.
- 235 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2018.
Based on Stordahl Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.