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 Q2	$673K	Buy	4,669 +134	+3%	+$18.4K	0.04%	223
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 $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bridgewater Advisors's DSI Position: Q2 2026 in Review

Bridgewater Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,669 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #223.

Bridgewater Advisors first reported a position in DSI in Q2 2021 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Bridgewater Advisors held 4,669 shares of iShares MSCI KLD 400 Social ETF worth $673K as of Q2 2026.
Bridgewater Advisors bought 134 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $18.4K.
iShares MSCI KLD 400 Social ETF made up 0.04% of Bridgewater Advisors's portfolio in Q2 2026, its #223 holding.
Bridgewater Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2021 and has held it in 11 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.