Zullo Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Zullo Investment Group’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 Q1	–	Sell	-582	Closed	-$41.8K	–	283
2022 Q4	$41.8K	Hold	582	–	–	0.03%	299
2022 Q3	$39K	Hold	582	–	–	0.03%	300
2022 Q2	$42K	Hold	582	–	–	0.03%	299
2022 Q1	$50K	Hold	582	–	–	0.03%	300
2021 Q4	$54K	Buy	+582	New	+$52.5K	0.03%	294

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

LPL Financial San Diego, California $445B AUM 25.58% 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

JMPWA

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

Zullo Investment Group's DSI Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2023, closing a stake of 582 shares — an estimated $41.8K sold.

Zullo Investment Group first reported a position in DSI in Q4 2021 and held it in 5 quarters. The position peaked at $54K in Q4 2021. 435 funds tracked by Wall St. Rank hold DSI as of Q1 2023.

Zullo Investment Group reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 582 iShares MSCI KLD 400 Social ETF shares in Q1 2023, an estimated $41.8K.
Zullo Investment Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's iShares MSCI KLD 400 Social ETF position peaked at $54K in Q4 2021.
435 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.