OIM
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Oder Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Oder Investment Management’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
2021
Q1 		– Sell
-550
Closed -$40K – 195
2020
Q4 		$40K Buy
+550
New +$37.3K 0.04% 197

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Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Oder Investment Management's DSI Position: Q1 2021 in Review

Oder Investment Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2021, closing a stake of 550 shares — an estimated $40K sold.

Oder Investment Management first reported a position in DSI in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 373 funds tracked by Wall St. Rank hold DSI as of Q1 2021.

  • Oder Investment Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 550 iShares MSCI KLD 400 Social ETF shares in Q1 2021, an estimated $40K.
  • Oder Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's iShares MSCI KLD 400 Social ETF position peaked at $40K in Q4 2020.
  • 373 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.