Citizens Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Citizens Financial 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 Q2	$1.84M	Buy	12,909 +5,191	+67%	+$711K	0.02%	314
2026 Q1	$935K	Sell	7,718 -416	-5%	-$53.2K	0.01%	408
2025 Q4	$1.05M	Sell	8,134 -87	-1%	-$11.1K	0.01%	386
2025 Q3	$1.04M	Sell	8,221 -276	-3%	-$33.4K	0.01%	393
2025 Q2	$987K	Buy	8,497 +1	+0%	+$106	0.02%	353
2025 Q1	$870K	Sell	8,496 -1,570	-16%	-$171K	0.02%	335
2024 Q4	$1.11M	Sell	10,066 -130	-1%	-$14.5K	0.02%	285
2024 Q3	$1.11M	Hold	10,196	–	–	0.02%	277
2024 Q2	$1.06M	Buy	10,196 +3,572	+54%	+$357K	0.02%	269
2024 Q1	$668K	Buy	+6,624	New	+$634K	0.02%	247
2020 Q3	–	Sell	-198	Closed	-$12K	–	422
2020 Q2	$12K	Buy	+198	New	+$11K	﹤0.01%	731

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Citizens Financial Group's DSI Position: Q2 2026 in Review

Citizens Financial Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 67% in Q2 2026, buying an estimated $711K and bringing the position to 12,909 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #314.

Citizens Financial Group first reported a position in DSI in Q2 2020 and has held it in 11 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Citizens Financial Group held 12,909 shares of iShares MSCI KLD 400 Social ETF worth $1.84M as of Q2 2026.
Citizens Financial Group bought 5,191 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $711K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #314 holding.
Citizens Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and has held it in 11 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.