BIG
DSI icon

Brooklyn Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Brooklyn Investment Group’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 		$413K Hold
3,410
– – 0.01% 1173
2025
Q4 		$443K Buy
+3,410
New +$436K 0.02% 756
2025
Q3 		– Sell
-292
Closed -$33.9K – 1236
2025
Q2 		$33.9K Buy
292
+216
+284% +$23K ﹤0.01% 1555
2025
Q1 		$7.78K Buy
+76
New +$8.29K ﹤0.01% 1633

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Brooklyn Investment Group's DSI Position: Q1 2026 in Review

Brooklyn Investment Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 3,410 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #1173.

Brooklyn Investment Group first reported a position in DSI in Q1 2025 and has held it in 4 quarters since. The position peaked at $443K in Q4 2025. 592 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Brooklyn Investment Group held 3,410 shares of iShares MSCI KLD 400 Social ETF worth $413K as of Q1 2026.
  • Brooklyn Investment Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1173 holding.
  • Brooklyn Investment Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 4 quarters since.
  • Brooklyn Investment Group's iShares MSCI KLD 400 Social ETF position peaked at $443K in Q4 2025.
  • 592 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.