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DSI icon

Allianz’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Allianz’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
2026
Q1 		$6.95M Buy
57,368
+4,014
+8% +$513K 0.08% 151
2025
Q4 		$6.87M Buy
53,354
+3,856
+8% +$493K 0.09% 138
2025
Q3 		$6.23M Buy
49,498
+4,214
+9% +$510K 0.13% 129
2025
Q2 		$5.26M Buy
45,284
+3,384
+8% +$360K 0.12% 135
2025
Q1 		$4.29M Buy
41,900
+4,165
+11% +$454K 0.11% 134
2024
Q4 		$4.16M Sell
37,735
-1,692
-4% -$189K 0.11% 133
2024
Q3 		$4.29M Sell
39,427
-451
-1% -$47.3K 0.12% 129
2024
Q2 		$4.14M Buy
39,878
+4,719
+13% +$472K 0.12% 128
2024
Q1 		$3.54M Buy
+35,159
New +$3.36M 0.11% 134

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return