Stuart Chaussee & Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Stuart Chaussee & Associates’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 Q1	–	Sell	-1,110	Closed	-$67K	–	86
2019 Q4	$67K	Hold	1,110	–	–	0.04%	37
2019 Q3	$62K	Hold	1,110	–	–	0.04%	40
2019 Q2	$61K	Hold	1,110	–	–	0.04%	42
2019 Q1	$59K	Hold	1,110	–	–	0.04%	40
2018 Q4	$52K	Hold	1,110	–	–	0.04%	35
2018 Q3	$59K	Hold	1,110	–	–	0.04%	45
2018 Q2	$56K	Hold	1,110	–	–	0.04%	44
2018 Q1	$54K	Hold	1,110	–	–	0.22%	27
2017 Q4	$55K	Hold	1,110	–	–	0.04%	31
2017 Q3	$52K	Buy	+1,110	New	+$50.5K	0.04%	31

Other funds holding DSI

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

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Stuart Chaussee & Associates's DSI Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2020, closing a stake of 1,110 shares — an estimated $67K sold.

Stuart Chaussee & Associates first reported a position in DSI in Q3 2017 and held it in 10 quarters. The position peaked at $67K in Q4 2019. 294 funds tracked by Wall St. Rank hold DSI as of Q1 2020.

Stuart Chaussee & Associates reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2020 after selling out during the quarter.
Stuart Chaussee & Associates sold 1,110 iShares MSCI KLD 400 Social ETF shares in Q1 2020, an estimated $67K.
Stuart Chaussee & Associates first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2017 and held it in 10 quarters.
Stuart Chaussee & Associates's iShares MSCI KLD 400 Social ETF position peaked at $67K in Q4 2019.
294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.