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Widmann Financial Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Widmann Financial Services’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
Q3 		– Sell
-1,330
Closed -$138K – 111
2024
Q2 		$138K Buy
+1,330
New +$133K 0.11% 114

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S
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Widmann Financial Services's DSI Position: Q3 2024 in Review

Widmann Financial Services sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2024, closing a stake of 1,330 shares — an estimated $138K sold.

Widmann Financial Services first reported a position in DSI in Q2 2024 and held it in 1 quarter. The position peaked at $138K in Q2 2024. 539 funds tracked by Wall St. Rank hold DSI as of Q3 2024.

  • Widmann Financial Services reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2024 after selling out during the quarter.
  • Widmann Financial Services sold 1,330 iShares MSCI KLD 400 Social ETF shares in Q3 2024, an estimated $138K.
  • Widmann Financial Services first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and held it in 1 quarter.
  • Widmann Financial Services's iShares MSCI KLD 400 Social ETF position peaked at $138K in Q2 2024.
  • 539 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2024.

Based on Widmann Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.