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Valeo Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-260
Closed -$15K – 1730
2020
Q2 		$15K Hold
260
– – ﹤0.01% 1149
2020
Q1 		$14K Hold
260
– – ﹤0.01% 976
2019
Q4 		$16K Buy
+260
New +$14.9K ﹤0.01% 971

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valeo Financial Advisors's DSI Position: Q3 2020 in Review

Valeo Financial Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2020, closing a stake of 260 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in DSI in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 322 funds tracked by Wall St. Rank hold DSI as of Q3 2020.

  • Valeo Financial Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 260 iShares MSCI KLD 400 Social ETF shares in Q3 2020, an estimated $15K.
  • Valeo Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's iShares MSCI KLD 400 Social ETF position peaked at $16K in Q4 2019.
  • 322 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.