Jackson Square Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Jackson Square Capital’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 Q4	–	Sell	-128	Closed	-$8K	–	199
2020 Q3	$8K	Hold	128	–	–	﹤0.01%	271
2020 Q2	$8K	Hold	128	–	–	﹤0.01%	253
2020 Q1	$6K	Sell	128 -52	-29%	-$2.99K	﹤0.01%	251
2019 Q4	$11K	Buy	+180	New	+$10.3K	0.01%	253

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

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

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

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

Jackson Square Capital's DSI Position: Q4 2020 in Review

Jackson Square Capital sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2020, closing a stake of 128 shares — an estimated $8K sold.

Jackson Square Capital first reported a position in DSI in Q4 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 357 funds tracked by Wall St. Rank hold DSI as of Q4 2020.

Jackson Square Capital reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2020 after selling out during the quarter.
Jackson Square Capital sold 128 iShares MSCI KLD 400 Social ETF shares in Q4 2020, an estimated $8K.
Jackson Square Capital first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and held it in 4 quarters.
Jackson Square Capital's iShares MSCI KLD 400 Social ETF position peaked at $11K in Q4 2019.
357 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.