CIBC Private Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CIBC Private Wealth 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
2025 Q4	$1.59M	Buy	12,308 +938	+8%	+$120K	﹤0.01%	628
2025 Q3	$1.43M	Hold	11,370	–	–	﹤0.01%	633
2025 Q2	$1.32M	Hold	11,370	–	–	﹤0.01%	624
2025 Q1	$1.04M	Buy	11,370 +217	+2%	+$23.7K	﹤0.01%	644
2024 Q4	$1.24M	Hold	11,153	–	–	﹤0.01%	653
2024 Q3	$1.21M	Hold	11,153	–	–	﹤0.01%	652
2024 Q2	$1.18M	Hold	11,153	–	–	﹤0.01%	626
2024 Q1	$1.12M	Sell	11,153 -19	-0.2%	-$1.82K	﹤0.01%	642
2023 Q4	$1.02M	Buy	11,172 +312	+3%	+$26.5K	﹤0.01%	629
2023 Q3	$884K	Hold	10,860	–	–	﹤0.01%	630
2023 Q2	$914K	Hold	10,860	–	–	﹤0.01%	610
2023 Q1	$847K	Hold	10,860	–	–	﹤0.01%	634
2022 Q4	$780	Hold	10,860	–	–	﹤0.01%	782
2022 Q3	$727K	Hold	10,860	–	–	﹤0.01%	647
2022 Q2	$781K	Hold	10,860	–	–	﹤0.01%	639
2022 Q1	$941K	Hold	10,860	–	–	﹤0.01%	643
2021 Q4	$1.01M	Buy	+10,860	New	+$979K	﹤0.01%	649
2021 Q3	–	Sell	-10,860	Closed	-$900K	–	954
2021 Q2	$900K	Hold	10,860	–	–	﹤0.01%	687
2021 Q1	$829K	Hold	10,860	–	–	﹤0.01%	701
2020 Q4	$777K	Hold	10,860	–	–	﹤0.01%	681
2020 Q3	$641K	Buy	+10,860	New	+$686K	﹤0.01%	644
2020 Q2	–	Sell	-10,860	Closed	-$529K	–	647
2020 Q1	$529K	Buy	+10,860	New	+$624K	﹤0.01%	615

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

CIBC Private Wealth Group's DSI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 8.2% in Q4 2025, buying an estimated $120K and bringing the position to 12,308 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #628.

CIBC Private Wealth Group first reported a position in DSI in Q1 2020 and has held it in 22 quarters since. 614 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

CIBC Private Wealth Group held 12,308 shares of iShares MSCI KLD 400 Social ETF worth $1.59M as of Q4 2025.
CIBC Private Wealth Group bought 938 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $120K.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #628 holding.
CIBC Private Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2020 and has held it in 22 quarters since.
614 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.