WA
DSI icon

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

Win 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
2024
Q4 		– Sell
-25,409
Closed -$2.76M – 59
2024
Q3 		$2.76M Buy
+25,409
New +$2.66M 1.3% 25
2023
Q1 		– Sell
-905
Closed -$65K – 63
2022
Q4 		$65K Hold
905
– – 0.02% 26
2022
Q3 		$61K Hold
905
– – 0.02% 22
2022
Q2 		$66K Sell
905
-253,924
-100% -$19.8M 0.13% 34
2022
Q1 		$22.1M Buy
254,829
+1,044
+0.4% +$89.5K 5.8% 5
2021
Q4 		$23.6M Buy
+253,785
New +$22.9M 5.4% 6

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Win Advisors's DSI Position: Q4 2024 in Review

Win Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2024, closing a stake of 25,409 shares — an estimated $2.76M sold.

Win Advisors first reported a position in DSI in Q4 2021 and held it in 6 quarters. The position peaked at $23.6M in Q4 2021. 567 funds tracked by Wall St. Rank hold DSI as of Q4 2024.

  • Win Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2024 after selling out during the quarter.
  • Win Advisors sold 25,409 iShares MSCI KLD 400 Social ETF shares in Q4 2024, an estimated $2.76M.
  • Win Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and held it in 6 quarters.
  • Win Advisors's iShares MSCI KLD 400 Social ETF position peaked at $23.6M in Q4 2021.
  • 567 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.