Tru Independence Asset Management 2’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Tru Independence Asset Management 2’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	-1,040	Closed	-$74K	–	193
2020 Q4	$74K	Buy	+1,040	New	+$70.5K	0.06%	140

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

Tru Independence Asset Management 2's DSI Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2021, closing a stake of 1,040 shares — an estimated $74K sold.

Tru Independence Asset Management 2 first reported a position in DSI in Q4 2020 and held it in 1 quarter. The position peaked at $74K in Q4 2020. 373 funds tracked by Wall St. Rank hold DSI as of Q1 2021.

Tru Independence Asset Management 2 reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 1,040 iShares MSCI KLD 400 Social ETF shares in Q1 2021, an estimated $74K.
Tru Independence Asset Management 2 first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and held it in 1 quarter.
Tru Independence Asset Management 2's iShares MSCI KLD 400 Social ETF position peaked at $74K in Q4 2020.
373 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.