Barclays
DSI icon

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

Barclays’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
2023
Q3 		– Sell
-1,179
Closed -$99.2K – 4621
2023
Q2 		$99.2K Buy
+1,179
New +$93.7K ﹤0.01% 3567
2021
Q4 		– Sell
-456
Closed -$38K – 4237
2021
Q3 		$38K Buy
456
+141
+45% +$12.1K ﹤0.01% 4180
2021
Q2 		$26K Buy
+315
New +$25.3K ﹤0.01% 4410
2015
Q2 		– Sell
-2,550
Closed -$98K – 7050
2015
Q1 		$98K Buy
2,550
+1,310
+106% +$50.3K ﹤0.01% 4865
2014
Q4 		$47K Sell
1,240
-8,710
-88% -$326K ﹤0.01% 5770
2014
Q3 		$363K Hold
9,950
– – ﹤0.01% 4231
2014
Q2 		$363K Hold
9,950
– – ﹤0.01% 4279
2014
Q1 		$348K Buy
+9,950
New +$343K ﹤0.01% 4254

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return