First International Bank & Trust’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

First International Bank & Trust’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
2022 Q2	–	Sell	-3,023	Closed	-$262K	–	88
2022 Q1	$262K	Buy	+3,023	New	+$259K	0.09%	84

Other funds holding DSI

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

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JMPWA

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

First International Bank & Trust's DSI Position: Q2 2022 in Review

First International Bank & Trust sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2022, closing a stake of 3,023 shares — an estimated $262K sold.

First International Bank & Trust first reported a position in DSI in Q1 2022 and held it in 1 quarter. The position peaked at $262K in Q1 2022. 424 funds tracked by Wall St. Rank hold DSI as of Q2 2022.

First International Bank & Trust reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2022 after selling out during the quarter.
First International Bank & Trust sold 3,023 iShares MSCI KLD 400 Social ETF shares in Q2 2022, an estimated $262K.
First International Bank & Trust first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and held it in 1 quarter.
First International Bank & Trust's iShares MSCI KLD 400 Social ETF position peaked at $262K in Q1 2022.
424 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2022.

Based on First International Bank & Trust's 13F filing for Q2 2022, filed 9 Aug 2022.