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Ulrich Consultants & Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ulrich Consultants & Investment Group’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
2023
Q2 		$2.09M Hold
24,810
– – 5.05% 4
2023
Q1 		$1.93M Hold
24,810
– – 4.04% 5
2022
Q4 		$1.78M Hold
24,810
– – 3.99% 6
2022
Q3 		$1.66M Hold
24,810
– – 1.28% 23
2022
Q2 		$1.78M Buy
+24,810
New +$1.93M 0.98% 28

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ulrich Consultants & Investment Group's DSI Position: Q2 2023 in Review

Ulrich Consultants & Investment Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2023 at 24,810 shares worth $2.09M. The position accounts for 5.05% of the portfolio, ranked #4.

Ulrich Consultants & Investment Group first reported a position in DSI in Q2 2022 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold DSI as of Q2 2023.

  • Ulrich Consultants & Investment Group held 24,810 shares of iShares MSCI KLD 400 Social ETF worth $2.09M as of Q2 2023.
  • Ulrich Consultants & Investment Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2023.
  • iShares MSCI KLD 400 Social ETF made up 5.05% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #4 holding.
  • Ulrich Consultants & Investment Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 5 quarters since.
  • 461 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.