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

Bridgewater 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
2026 Q1	$641K	Buy	4,535 +25	+0.6%	+$3.2K	0.04%	205
2025 Q4	$587K	Sell	4,510 -28	-0.6%	-$3.58K	0.04%	227
2025 Q3	$575K	Buy	4,538 +14	+0.3%	+$1.69K	0.04%	220
2025 Q2	$546K	Sell	4,524 -669	-13%	-$71.2K	0.04%	230
2025 Q1	$528K	Buy	+5,193	New	+$567K	0.05%	214
2022 Q3	–	Sell	-4,996	Closed	-$359K	–	162
2022 Q2	$359K	Buy	4,996 +193	+4%	+$15K	0.07%	174
2022 Q1	$416K	Buy	4,803 +812	+20%	+$69.6K	0.1%	165
2021 Q4	$371K	Buy	3,991 +390	+11%	+$35.2K	0.08%	168
2021 Q3	$300K	Sell	3,601 -284	-7%	-$24.3K	0.08%	190
2021 Q2	$322K	Buy	+3,885	New	+$313K	0.1%	173

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bridgewater Advisors's DSI Position: Q1 2026 in Review

Bridgewater Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.55% in Q1 2026, buying an estimated $3.2K and bringing the position to 4,535 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #205.

Bridgewater Advisors first reported a position in DSI in Q2 2021 and has held it in 10 quarters since. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Bridgewater Advisors held 4,535 shares of iShares MSCI KLD 400 Social ETF worth $641K as of Q1 2026.
Bridgewater Advisors bought 25 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $3.2K.
iShares MSCI KLD 400 Social ETF made up 0.04% of Bridgewater Advisors's portfolio in Q1 2026, its #205 holding.
Bridgewater Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2021 and has held it in 10 quarters since.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.