Toth Financial Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Toth Financial Advisory’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
2025 Q1	–	Sell	-50	Closed	-$5.51K	–	732
2024 Q4	$5.51K	Sell	50 -20	-29%	-$2.23K	﹤0.01%	504
2024 Q3	$7.62K	Sell	70 -15	-18%	-$1.57K	﹤0.01%	477
2024 Q2	$8.83K	Hold	85	–	–	﹤0.01%	476
2024 Q1	$8.57K	Sell	85 -60	-41%	-$5.74K	﹤0.01%	471
2023 Q4	$13.2K	Hold	145	–	–	﹤0.01%	426
2023 Q3	$11.8K	Hold	145	–	–	﹤0.01%	424
2023 Q2	$12.2K	Buy	+145	New	+$11.5K	﹤0.01%	445

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Toth Financial Advisory's DSI Position: Q1 2025 in Review

Toth Financial Advisory sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 50 shares — an estimated $5.51K sold.

Toth Financial Advisory first reported a position in DSI in Q2 2023 and held it in 7 quarters. The position peaked at $13.2K in Q4 2023. 546 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

Toth Financial Advisory reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
Toth Financial Advisory sold 50 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $5.51K.
Toth Financial Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and held it in 7 quarters.
Toth Financial Advisory's iShares MSCI KLD 400 Social ETF position peaked at $13.2K in Q4 2023.
546 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.