Mandatum Life Insurance Company’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Mandatum Life Insurance Company’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	-30,020	Closed	-$1.46M	–	88
2020 Q1	$1.46M	Hold	30,020	–	–	0.39%	62
2019 Q4	$1.8M	Buy	30,020 +3,960	+15%	+$227K	0.38%	69
2019 Q3	$1.45M	Buy	26,060 +6,800	+35%	+$376K	0.29%	77
2019 Q2	$1.05M	Hold	19,260	–	–	0.22%	91
2019 Q1	$1.02M	Hold	19,260	–	–	0.22%	78
2018 Q4	$896K	Hold	19,260	–	–	0.21%	83
2018 Q3	$1.03M	Hold	19,260	–	–	0.2%	77
2018 Q2	$972K	Hold	19,260	–	–	0.19%	77
2018 Q1	$941K	Hold	19,260	–	–	0.17%	74
2017 Q4	$946K	Buy	19,260 +4,894	+34%	+$235K	0.15%	87
2017 Q3	$667K	Hold	14,366	–	–	0.09%	109
2017 Q2	$642K	Hold	14,366	–	–	0.09%	110
2017 Q1	$623K	Hold	14,366	–	–	0.08%	134
2016 Q4	$592K	Hold	14,366	–	–	0.08%	132
2016 Q3	$578K	Hold	14,366	–	–	0.08%	126
2016 Q2	$556K	Sell	14,366 -4,500	-24%	-$173K	0.08%	128
2016 Q1	$723K	Sell	18,866 -13,740	-42%	-$497K	0.1%	102
2015 Q4	$1.23M	Buy	+32,606	New	+$1.24M	0.17%	84

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

Mandatum Life Insurance Company's DSI Position: Q2 2020 in Review

Mandatum Life Insurance Company sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2020, closing a stake of 30,020 shares — an estimated $1.46M sold.

Mandatum Life Insurance Company first reported a position in DSI in Q4 2015 and held it in 18 quarters. The position peaked at $1.8M in Q4 2019. 312 funds tracked by Wall St. Rank hold DSI as of Q2 2020.

Mandatum Life Insurance Company reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2020 after selling out during the quarter.
Mandatum Life Insurance Company sold 30,020 iShares MSCI KLD 400 Social ETF shares in Q2 2020, an estimated $1.46M.
Mandatum Life Insurance Company first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2015 and held it in 18 quarters.
Mandatum Life Insurance Company's iShares MSCI KLD 400 Social ETF position peaked at $1.8M in Q4 2019.
312 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2020.

Based on Mandatum Life Insurance Company's 13F filing for Q2 2020, filed 13 Aug 2020.