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

Community Bank’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 Q2	–	Sell	-194	Closed	-$9K	–	467
2020 Q1	$9K	Buy	+194	New	+$11.1K	﹤0.01%	339
2018 Q1	–	Sell	-250	Closed	-$12K	–	580
2017 Q4	$12K	Hold	250	–	–	﹤0.01%	496
2017 Q3	$12K	Hold	250	–	–	﹤0.01%	444
2017 Q2	$11K	Hold	250	–	–	﹤0.01%	446
2017 Q1	$11K	Hold	250	–	–	﹤0.01%	339
2016 Q4	$10K	Buy	+250	New	+$10.1K	﹤0.01%	358

Other funds holding DSI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Community Bank's DSI Position: Q2 2020 in Review

Community Bank sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2020, closing a stake of 194 shares — an estimated $9K sold.

Community Bank first reported a position in DSI in Q4 2016 and held it in 6 quarters. The position peaked at $12K in Q4 2017. 312 funds tracked by Wall St. Rank hold DSI as of Q2 2020.

Community Bank reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2020 after selling out during the quarter.
Community Bank sold 194 iShares MSCI KLD 400 Social ETF shares in Q2 2020, an estimated $9K.
Community Bank first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2016 and held it in 6 quarters.
Community Bank's iShares MSCI KLD 400 Social ETF position peaked at $12K in Q4 2017.
312 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2020.

Based on Community Bank's 13F filing for Q2 2020, filed 30 Jul 2020.