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True Link Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

True Link Financial 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
2021
Q1 		– Sell
-5,900
Closed -$422K – 694
2020
Q4 		$422K Buy
+5,900
New +$400K 0.07% 119

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Bank of America
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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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

True Link Financial Advisors's DSI Position: Q1 2021 in Review

True Link Financial Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2021, closing a stake of 5,900 shares — an estimated $422K sold.

True Link Financial Advisors first reported a position in DSI in Q4 2020 and held it in 1 quarter. The position peaked at $422K in Q4 2020. 373 funds tracked by Wall St. Rank hold DSI as of Q1 2021.

  • True Link Financial Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 5,900 iShares MSCI KLD 400 Social ETF shares in Q1 2021, an estimated $422K.
  • True Link Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and held it in 1 quarter.
  • True Link Financial Advisors's iShares MSCI KLD 400 Social ETF position peaked at $422K in Q4 2020.
  • 373 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2021.

Based on True Link Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.