Cetera Investment Advisers
DSI icon

Cetera Investment Advisers’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cetera Investment Advisers’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 		$29.2M Buy
204,758
+1,215
+0.6% +$167K 0.03% 593
2026
Q1 		$24.7M Sell
203,543
-11,955
-6% -$1.53M 0.03% 603
2025
Q4 		$27.8M Buy
215,498
+289
+0.1% +$36.9K 0.03% 526
2025
Q3 		$27.1M Buy
215,209
+37,292
+21% +$4.51M 0.03% 524
2025
Q2 		$20.7M Buy
177,917
+17,439
+11% +$1.86M 0.03% 508
2025
Q1 		$16.4M Buy
160,478
+20,566
+15% +$2.24M 0.03% 531
2024
Q4 		$15.4M Sell
139,912
-4,669
-3% -$522K 0.03% 512
2024
Q3 		$15.7M Sell
144,581
-5,811
-4% -$609K 0.03% 505
2024
Q2 		$15.6M Sell
150,392
-1,438
-0.9% -$144K 0.04% 475
2024
Q1 		$15.3M Buy
151,830
+66,567
+78% +$6.37M 0.04% 485
2023
Q4 		$7.76M Sell
85,263
-6,524
-7% -$553K 0.06% 295
2023
Q3 		$7.47M Sell
91,787
-7,879
-8% -$668K 0.06% 294
2023
Q2 		$8.39M Sell
99,666
-3,500
-3% -$278K 0.07% 262
2023
Q1 		$8.05M Sell
103,166
-11,471
-10% -$867K 0.07% 259
2022
Q4 		$8.23M Buy
114,637
+78,031
+213% +$5.61M 0.08% 250
2022
Q3 		$2.45M Buy
36,606
+1,435
+4% +$108K 0.05% 395
2022
Q2 		$2.53M Buy
35,171
+16,143
+85% +$1.26M 0.04% 447
2022
Q1 		$1.65M Buy
19,028
+5,361
+39% +$460K 0.02% 633
2021
Q4 		$1.27M Buy
13,667
+2,083
+18% +$188K 0.02% 717
2021
Q3 		$964K Sell
11,584
-2,303
-17% -$197K 0.02% 784
2021
Q2 		$1.15M Buy
13,887
+4,989
+56% +$401K 0.02% 724
2021
Q1 		$679K Sell
8,898
-3,605
-29% -$267K 0.01% 827
2020
Q4 		$894K Buy
+12,503
New +$847K 0.02% 701
2020
Q1 		– Sell
-3,398
Closed -$202K – 566
2019
Q4 		$202K Buy
+3,398
New +$195K 0.02% 548

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

Cetera Investment Advisers's DSI Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.6% in Q2 2026, buying an estimated $167K and bringing the position to 204,758 shares worth $29.2M. The position accounts for 0.03% of the portfolio, ranked #593.

Cetera Investment Advisers first reported a position in DSI in Q4 2019 and has held it in 24 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Cetera Investment Advisers held 204,758 shares of iShares MSCI KLD 400 Social ETF worth $29.2M as of Q2 2026.
  • Cetera Investment Advisers bought 1,215 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $167K.
  • iShares MSCI KLD 400 Social ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #593 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 24 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.