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DSI icon

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

Bensler’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 		$1.71M Sell
11,975
-77
-0.6% -$10.6K 0.15% 86
2026
Q1 		$1.46M Buy
12,052
+1,284
+12% +$164K 0.15% 87
2025
Q4 		$1.39M Sell
10,768
-188
-2% -$24K 0.14% 89
2025
Q3 		$1.38M Sell
10,956
-79
-0.7% -$9.55K 0.14% 87
2025
Q2 		$1.28M Buy
11,035
+889
+9% +$94.7K 0.14% 87
2025
Q1 		$1.04M Sell
10,146
-524
-5% -$57.2K 0.13% 87
2024
Q4 		$1.18M Sell
10,670
-15
-0.1% -$1.68K 0.14% 87
2024
Q3 		$1.16M Sell
10,685
-79
-0.7% -$8.28K 0.15% 87
2024
Q2 		$1.12M Sell
10,764
-1,994
-16% -$200K 0.15% 86
2024
Q1 		$1.29M Buy
12,758
+522
+4% +$49.9K 0.19% 85
2023
Q4 		$1.11M Buy
12,236
+4,283
+54% +$363K 0.18% 88
2023
Q3 		$647K Buy
7,953
+950
+14% +$80.6K 0.12% 97
2023
Q2 		$589K Sell
7,003
-242
-3% -$19.2K 0.11% 104
2023
Q1 		$565K Buy
7,245
+48
+0.7% +$3.63K 0.11% 102
2022
Q4 		$517K Buy
7,197
+3,354
+87% +$241K 0.11% 103
2022
Q3 		$257K Hold
3,843
– – 0.06% 125
2022
Q2 		$276K Hold
3,843
– – 0.07% 125
2022
Q1 		$333K Hold
3,843
– – 0.07% 123
2021
Q4 		$357K Buy
+3,843
New +$346K 0.1% 75

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 22.96% 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

Bensler's DSI Position: Q2 2026 in Review

Bensler reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.64% in Q2 2026, selling an estimated $10.6K and leaving 11,975 shares worth $1.71M. The position accounts for 0.15% of the portfolio, ranked #86.

Bensler first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. 635 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Bensler held 11,975 shares of iShares MSCI KLD 400 Social ETF worth $1.71M as of Q2 2026.
  • Bensler sold 77 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $10.6K.
  • iShares MSCI KLD 400 Social ETF made up 0.15% of Bensler's portfolio in Q2 2026, its #86 holding.
  • Bensler first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.