SVB Investment Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

SVB Investment Services’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	-548	Closed	-$39K	–	39
2020 Q4	$39K	Hold	548	–	–	0.03%	55
2020 Q3	$35K	Hold	548	–	–	0.03%	52
2020 Q2	$32K	Hold	548	–	–	0.03%	50
2020 Q1	$27K	Hold	548	–	–	0.02%	48
2019 Q4	$33K	Buy	+548	New	+$31.5K	0.03%	49

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

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

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

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

SVB Investment Services's DSI Position: Q1 2021 in Review

SVB Investment Services sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2021, closing a stake of 548 shares — an estimated $39K sold.

SVB Investment Services first reported a position in DSI in Q4 2019 and held it in 5 quarters. The position peaked at $39K in Q4 2020. 373 funds tracked by Wall St. Rank hold DSI as of Q1 2021.

SVB Investment Services reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2021 after selling out during the quarter.
SVB Investment Services sold 548 iShares MSCI KLD 400 Social ETF shares in Q1 2021, an estimated $39K.
SVB Investment Services first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and held it in 5 quarters.
SVB Investment Services's iShares MSCI KLD 400 Social ETF position peaked at $39K in Q4 2020.
373 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.