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
-1,600
Closed -$164K – 13077
2025
Q1 		$164K Hold
1,600
– – ﹤0.01% 10729
2024
Q4 		$176K Buy
1,600
+800
+100% +$89.4K ﹤0.01% 10644
2024
Q3 		$87K Buy
800
+100
+14% +$10.5K ﹤0.01% 11304
2024
Q2 		$72.7K Buy
700
+300
+75% +$30K ﹤0.01% 11332
2024
Q1 		$40.3K Buy
+400
New +$38.3K ﹤0.01% 12386
2023
Q4 		– Sell
-100
Closed -$8.14K – 14452
2023
Q3 		$8.14K Buy
+100
New +$8.48K ﹤0.01% 13215
2023
Q1 		– Sell
-400
Closed -$28.7K – 14862
2022
Q4 		$28.7K Buy
+400
New +$28.7K ﹤0.01% 12795

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