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Ameritas Investment Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ameritas Investment Partners’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
Q2 		$1.89M Buy
13,254
+135
+1% +$18.5K 0.05% 401
2026
Q1 		$1.59M Sell
13,119
-2,912
-18% -$372K 0.05% 425
2025
Q4 		$2.07M Buy
16,031
+293
+2% +$37.4K 0.06% 321
2025
Q3 		$1.98M Sell
15,738
-19
-0.1% -$2.3K 0.06% 337
2025
Q2 		$1.83M Sell
15,757
-58
-0.4% -$6.18K 0.06% 371
2025
Q1 		$1.62M Sell
15,815
-321
-2% -$35K 0.06% 407
2024
Q4 		$1.78M Sell
16,136
-220
-1% -$24.6K 0.06% 380
2024
Q3 		$1.78M Sell
16,356
-224
-1% -$23.5K 0.06% 389
2024
Q2 		$1.72M Sell
16,580
-664
-4% -$66.4K 0.06% 370
2024
Q1 		$1.74M Sell
17,244
-93
-0.5% -$8.89K 0.06% 390
2023
Q4 		$1.58M Sell
17,337
-252
-1% -$21.4K 0.06% 408
2023
Q3 		$1.43M Buy
17,589
+20
+0.1% +$1.7K 0.06% 402
2023
Q2 		$1.48M Buy
17,569
+1,078
+7% +$85.7K 0.06% 424
2023
Q1 		$1.29M Sell
16,491
-99
-0.6% -$7.48K 0.05% 478
2022
Q4 		$1.19M Sell
16,590
-644
-4% -$46.3K 0.05% 510
2022
Q3 		$1.15M Buy
17,234
+546
+3% +$41K 0.05% 458
2022
Q2 		$1.2M Buy
16,688
+1,480
+10% +$115K 0.05% 463
2022
Q1 		$1.32M Buy
15,208
+7,559
+99% +$648K 0.05% 507
2021
Q4 		$710K Buy
7,649
+756
+11% +$68.2K 0.02% 724
2021
Q3 		$573K Buy
6,893
+201
+3% +$17.2K 0.02% 761
2021
Q2 		$554K Buy
6,692
+541
+9% +$43.5K 0.02% 764
2021
Q1 		$469K Buy
6,151
+826
+16% +$61.2K 0.02% 802
2020
Q4 		$380K Buy
5,325
+667
+14% +$45.2K 0.02% 848
2020
Q3 		$298K Buy
4,658
+722
+18% +$45.6K 0.01% 871
2020
Q2 		$232K Buy
3,936
+28
+0.7% +$1.56K 0.01% 945
2020
Q1 		$190K Buy
3,908
+1,846
+90% +$106K 0.01% 961
2019
Q4 		$123K Buy
2,062
+476
+30% +$27.3K 0.01% 1386
2019
Q3 		$87K Buy
1,586
+1,016
+178% +$56.1K ﹤0.01% 1556
2019
Q2 		$31K Buy
+570
New +$30.6K ﹤0.01% 2184

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameritas Investment Partners's DSI Position: Q2 2026 in Review

Ameritas Investment Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1% in Q2 2026, buying an estimated $18.5K and bringing the position to 13,254 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #401.

Ameritas Investment Partners first reported a position in DSI in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.07M in Q4 2025. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Ameritas Investment Partners held 13,254 shares of iShares MSCI KLD 400 Social ETF worth $1.89M as of Q2 2026.
  • Ameritas Investment Partners bought 135 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $18.5K.
  • iShares MSCI KLD 400 Social ETF made up 0.05% of Ameritas Investment Partners's portfolio in Q2 2026, its #401 holding.
  • Ameritas Investment Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 29 quarters since.
  • Ameritas Investment Partners's iShares MSCI KLD 400 Social ETF position peaked at $2.07M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.