YIH
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Y-Intercept (HK)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Y-Intercept (HK)’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
-3,032
Closed -$203K – 1073
2022
Q3 		$203K Buy
+3,032
New +$228K 0.02% 820

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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

Y-Intercept (HK)'s DSI Position: Q4 2022 in Review

Y-Intercept (HK) sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2022, closing a stake of 3,032 shares — an estimated $203K sold.

Y-Intercept (HK) first reported a position in DSI in Q3 2022 and held it in 1 quarter. The position peaked at $203K in Q3 2022. 437 funds tracked by Wall St. Rank hold DSI as of Q4 2022.

  • Y-Intercept (HK) reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2022 after selling out during the quarter.
  • Y-Intercept (HK) sold 3,032 iShares MSCI KLD 400 Social ETF shares in Q4 2022, an estimated $203K.
  • Y-Intercept (HK) first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and held it in 1 quarter.
  • Y-Intercept (HK)'s iShares MSCI KLD 400 Social ETF position peaked at $203K in Q3 2022.
  • 437 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2022.

Based on Y-Intercept (HK)'s 13F filing for Q4 2022, filed 14 Feb 2023.