Citadel Advisors
DSI icon

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

Citadel 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
2025
Q2 		– Sell
-1,000
Closed -$102K – 13076
2025
Q1 		$102K Sell
1,000
-2,100
-68% -$229K ﹤0.01% 11422
2024
Q4 		$342K Buy
3,100
+100
+3% +$11.2K ﹤0.01% 9389
2024
Q3 		$326K Hold
3,000
– – ﹤0.01% 9155
2024
Q2 		$312K Hold
3,000
– – ﹤0.01% 9055
2024
Q1 		$302K Hold
3,000
– – ﹤0.01% 9435
2023
Q4 		$273K Buy
+3,000
New +$255K ﹤0.01% 9342
2023
Q3 		– Sell
-200
Closed -$16.8K – 14457
2023
Q2 		$16.8K Sell
200
-5,200
-96% -$413K ﹤0.01% 12879
2023
Q1 		$421K Buy
5,400
+1,300
+32% +$98.2K ﹤0.01% 8657
2022
Q4 		$294K Buy
+4,100
New +$295K ﹤0.01% 9362
2022
Q2 		– Sell
-3,200
Closed -$277K – 13098
2022
Q1 		$277K Sell
3,200
-3,800
-54% -$326K ﹤0.01% 10764
2021
Q4 		$650K Buy
+7,000
New +$631K ﹤0.01% 9027

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return