TF
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TimeScale Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

TimeScale Financial’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
-934
Closed -$45K – 454
2020
Q1 		$45K Buy
+934
New +$53.6K 0.01% 141

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TimeScale Financial's DSI Position: Q2 2020 in Review

TimeScale Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2020, closing a stake of 934 shares — an estimated $45K sold.

TimeScale Financial first reported a position in DSI in Q1 2020 and held it in 1 quarter. The position peaked at $45K in Q1 2020. 312 funds tracked by Wall St. Rank hold DSI as of Q2 2020.

  • TimeScale Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2020 after selling out during the quarter.
  • TimeScale Financial sold 934 iShares MSCI KLD 400 Social ETF shares in Q2 2020, an estimated $45K.
  • TimeScale Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2020 and held it in 1 quarter.
  • TimeScale Financial's iShares MSCI KLD 400 Social ETF position peaked at $45K in Q1 2020.
  • 312 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2020.

Based on TimeScale Financial's 13F filing for Q2 2020, filed 3 Aug 2020.