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

First Hawaiian 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
2019 Q2	–	Sell	-1,476	Closed	-$78K	–	962
2019 Q1	$78K	Hold	1,476	–	–	﹤0.01%	948
2018 Q4	$69K	Hold	1,476	–	–	﹤0.01%	988
2018 Q3	$78K	Buy	+1,476	New	+$77.7K	﹤0.01%	1016

Other funds holding DSI

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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

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

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

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

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

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

JMPWA

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

First Hawaiian Bank's DSI Position: Q2 2019 in Review

First Hawaiian Bank sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2019, closing a stake of 1,476 shares — an estimated $78K sold.

First Hawaiian Bank first reported a position in DSI in Q3 2018 and held it in 3 quarters. The position peaked at $78K in Q1 2019. 259 funds tracked by Wall St. Rank hold DSI as of Q2 2019.

First Hawaiian Bank reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2019 after selling out during the quarter.
First Hawaiian Bank sold 1,476 iShares MSCI KLD 400 Social ETF shares in Q2 2019, an estimated $78K.
First Hawaiian Bank first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2018 and held it in 3 quarters.
First Hawaiian Bank's iShares MSCI KLD 400 Social ETF position peaked at $78K in Q1 2019.
259 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2019.

Based on First Hawaiian Bank's 13F filing for Q2 2019, filed 15 Jul 2019.