Capital One National Association’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Capital One National Association’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
2019 Q4	$293K	Buy	+4,876	New	+$280K	0.04%	267

Other funds holding DSI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital One National Association's DSI Position: Q4 2019 in Review

Capital One National Association opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q4 2019: 4,876 shares worth $293K. The stake represents 0.04% of the portfolio and ranks #267 among its holdings.

304 funds tracked by Wall St. Rank hold DSI as of Q4 2019.

Capital One National Association held 4,876 shares of iShares MSCI KLD 400 Social ETF worth $293K as of Q4 2019.
iShares MSCI KLD 400 Social ETF was a new Capital One National Association position in Q4 2019.
iShares MSCI KLD 400 Social ETF made up 0.04% of Capital One National Association's portfolio in Q4 2019, its #267 holding.
304 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.