Unionview LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Unionview LLC’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
2024 Q4	$229K	Buy	2,073 +6	+0.3%	+$670	0.17%	80
2024 Q3	$225K	Buy	2,067 +7	+0.3%	+$734	0.18%	86
2024 Q2	$214K	Buy	2,060 +4	+0.2%	+$400	0.17%	83
2024 Q1	$207K	Buy	+2,056	New	+$197K	0.17%	87

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Unionview LLC's DSI Position: Q4 2024 in Review

Unionview LLC increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.29% in Q4 2024, buying an estimated $670 and bringing the position to 2,073 shares worth $229K. The position accounts for 0.17% of the portfolio, ranked #80.

Unionview LLC first reported a position in DSI in Q1 2024 and has held it in 4 quarters since. 567 funds tracked by Wall St. Rank hold DSI as of Q4 2024.

Unionview LLC held 2,073 shares of iShares MSCI KLD 400 Social ETF worth $229K as of Q4 2024.
Unionview LLC bought 6 iShares MSCI KLD 400 Social ETF shares in Q4 2024, an estimated $670.
iShares MSCI KLD 400 Social ETF made up 0.17% of Unionview LLC's portfolio in Q4 2024, its #80 holding.
Unionview LLC first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 4 quarters since.
567 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.