CIBC Bank USA’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CIBC Bank USA’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	$652K	Hold	10,860	–	–	0.09%	142
2019 Q3	$602K	Hold	10,860	–	–	0.09%	141
2019 Q2	$594K	Hold	10,860	–	–	0.08%	143
2019 Q1	$573K	Hold	10,860	–	–	0.08%	143
2018 Q4	$505K	Hold	10,860	–	–	0.08%	139
2018 Q3	$580K	Hold	10,860	–	–	0.08%	138
2018 Q2	$548K	Sell	10,860 -1,980	-15%	-$99.4K	0.08%	141
2018 Q1	$627K	Hold	12,840	–	–	0.09%	127
2017 Q4	$631K	Hold	12,840	–	–	0.08%	138
2017 Q3	$596K	Hold	12,840	–	–	0.08%	134
2017 Q2	$573K	Hold	12,840	–	–	0.08%	139
2017 Q1	$557K	Hold	12,840	–	–	0.08%	136
2016 Q4	$529K	Hold	12,840	–	–	0.08%	144
2016 Q3	$517K	Hold	12,840	–	–	0.08%	147
2016 Q2	$497K	Buy	+12,840	New	+$494K	0.08%	142

Other funds holding DSI

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC Bank USA's DSI Position: Q4 2019 in Review

CIBC Bank USA held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q4 2019 at 10,860 shares worth $652K. The position accounts for 0.09% of the portfolio, ranked #142.

CIBC Bank USA first reported a position in DSI in Q2 2016 and has held it in 15 quarters since. 304 funds tracked by Wall St. Rank hold DSI as of Q4 2019.

CIBC Bank USA held 10,860 shares of iShares MSCI KLD 400 Social ETF worth $652K as of Q4 2019.
CIBC Bank USA left its iShares MSCI KLD 400 Social ETF share count unchanged in Q4 2019.
iShares MSCI KLD 400 Social ETF made up 0.09% of CIBC Bank USA's portfolio in Q4 2019, its #142 holding.
CIBC Bank USA first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2016 and has held it in 15 quarters since.
304 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.