Watson Rebecca’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Watson Rebecca’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	$1.24M	Buy	19,300 +676	+4%	+$42.7K	0.73%	22
2020 Q2	$1.1M	Buy	18,624 +1,692	+10%	+$94.1K	0.66%	25
2020 Q1	$891K	Buy	16,932 +4,454	+36%	+$256K	0.62%	30
2019 Q4	$749K	Buy	+12,478	New	+$717K	0.45%	41

Other funds holding DSI

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Watson Rebecca's DSI Position: Q3 2020 in Review

Watson Rebecca increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.6% in Q3 2020, buying an estimated $42.7K and bringing the position to 19,300 shares worth $1.24M. The position accounts for 0.73% of the portfolio, ranked #22.

Watson Rebecca first reported a position in DSI in Q4 2019 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold DSI as of Q3 2020.

Watson Rebecca held 19,300 shares of iShares MSCI KLD 400 Social ETF worth $1.24M as of Q3 2020.
Watson Rebecca bought 676 iShares MSCI KLD 400 Social ETF shares in Q3 2020, an estimated $42.7K.
iShares MSCI KLD 400 Social ETF made up 0.73% of Watson Rebecca's portfolio in Q3 2020, its #22 holding.
Watson Rebecca first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 4 quarters since.
323 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.