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Tri-Star Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Tri-Star Advisors’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
Q3 		– Sell
-9,104
Closed -$559K – 50
2020
Q2 		$559K Buy
+9,104
New +$506K 0.37% 37

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
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 22.96% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tri-Star Advisors's DSI Position: Q3 2020 in Review

Tri-Star Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2020, closing a stake of 9,104 shares — an estimated $559K sold.

Tri-Star Advisors first reported a position in DSI in Q2 2020 and held it in 1 quarter. The position peaked at $559K in Q2 2020. 322 funds tracked by Wall St. Rank hold DSI as of Q3 2020.

  • Tri-Star Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2020 after selling out during the quarter.
  • Tri-Star Advisors sold 9,104 iShares MSCI KLD 400 Social ETF shares in Q3 2020, an estimated $559K.
  • Tri-Star Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and held it in 1 quarter.
  • Tri-Star Advisors's iShares MSCI KLD 400 Social ETF position peaked at $559K in Q2 2020.
  • 322 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2020.

Based on Tri-Star Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.