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Anfield Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Anfield Capital Management’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
2020
Q1 		– Sell
-11,626
Closed -$728K – 175
2019
Q4 		$728K Buy
+11,626
New +$668K 0.29% 57

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Anfield Capital Management's DSI Position: Q1 2020 in Review

Anfield Capital Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2020, closing a stake of 11,626 shares — an estimated $728K sold.

Anfield Capital Management first reported a position in DSI in Q4 2019 and held it in 1 quarter. The position peaked at $728K in Q4 2019. 294 funds tracked by Wall St. Rank hold DSI as of Q1 2020.

  • Anfield Capital Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2020 after selling out during the quarter.
  • Anfield Capital Management sold 11,626 iShares MSCI KLD 400 Social ETF shares in Q1 2020, an estimated $728K.
  • Anfield Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and held it in 1 quarter.
  • Anfield Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $728K in Q4 2019.
  • 294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2020.

Based on Anfield Capital Management's 13F filing for Q1 2020, filed 7 May 2020.