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

TCI Wealth 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
2022 Q3	–	Sell	-502	Closed	-$36K	–	2318
2022 Q2	$36K	Buy	+502	New	+$39.1K	0.01%	451
2021 Q4	–	Sell	-96	Closed	-$8K	–	2342
2021 Q3	$8K	Buy	+96	New	+$8.21K	﹤0.01%	1242
2018 Q1	–	Sell	-222	Closed	-$11K	–	1367
2017 Q4	$11K	Buy	+222	New	+$10.7K	﹤0.01%	603

Other funds holding DSI

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

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

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TCI Wealth Advisors's DSI Position: Q3 2022 in Review

TCI Wealth Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2022, closing a stake of 502 shares — an estimated $36K sold.

TCI Wealth Advisors first reported a position in DSI in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q2 2022. 419 funds tracked by Wall St. Rank hold DSI as of Q3 2022.

TCI Wealth Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 502 iShares MSCI KLD 400 Social ETF shares in Q3 2022, an estimated $36K.
TCI Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2017 and held it in 3 quarters.
TCI Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $36K in Q2 2022.
419 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.