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

Wells 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
2023
Q2 		– Sell
-544
Closed -$42.4K – 66
2023
Q1 		$42.4K Buy
544
+360
+196% +$27.2K 0.03% 54
2022
Q4 		$13.2K Sell
184
-295
-62% -$21.2K 0.01% 59
2022
Q3 		$32K Sell
479
-135
-22% -$10.1K 0.03% 57
2022
Q2 		$44K Buy
614
+58
+10% +$4.52K 0.04% 46
2022
Q1 		$48K Buy
556
+220
+65% +$18.9K 0.04% 46
2021
Q4 		$31K Hold
336
– – 0.02% 55
2021
Q3 		$28K Hold
336
– – 0.02% 54
2021
Q2 		$28K Buy
336
+150
+81% +$12.1K 0.02% 56
2021
Q1 		$14K Hold
186
– – 0.01% 58
2020
Q4 		$13K Buy
+186
New +$12.6K 0.01% 56

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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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