WCG Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

WCG Wealth 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
2022 Q4	–	Sell	-11,074	Closed	-$742K	–	183
2022 Q3	$742K	Sell	11,074 -1,638	-13%	-$123K	0.1%	151
2022 Q2	$914K	Buy	+12,712	New	+$990K	0.13%	128

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

WCG Wealth Advisors's DSI Position: Q4 2022 in Review

WCG Wealth Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2022, closing a stake of 11,074 shares — an estimated $742K sold.

WCG Wealth Advisors first reported a position in DSI in Q2 2022 and held it in 2 quarters. The position peaked at $914K in Q2 2022. 437 funds tracked by Wall St. Rank hold DSI as of Q4 2022.

WCG Wealth Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 11,074 iShares MSCI KLD 400 Social ETF shares in Q4 2022, an estimated $742K.
WCG Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $914K in Q2 2022.
437 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.