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Credit Suisse’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Credit Suisse’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
2024
Q1 		$211K Buy
+2,095
New +$200K ﹤0.01% 2896
2023
Q1 		– Sell
-2,038
Closed -$146K – 3387
2022
Q4 		$146K Buy
2,038
+73
+4% +$5.25K ﹤0.01% 3256
2022
Q3 		$132K Buy
1,965
+874
+80% +$65.6K ﹤0.01% 3374
2022
Q2 		$78K Buy
+1,091
New +$85K ﹤0.01% 3573

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse's DSI Position: Q1 2024 in Review

Credit Suisse opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q1 2024: 2,095 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #2896 among its holdings. This is a return to the name: Credit Suisse previously reported a position in DSI as recently as Q4 2022.

Credit Suisse first reported a position in DSI in Q2 2022 and has held it in 4 quarters since. 507 funds tracked by Wall St. Rank hold DSI as of Q1 2024.

  • Credit Suisse held 2,095 shares of iShares MSCI KLD 400 Social ETF worth $211K as of Q1 2024.
  • iShares MSCI KLD 400 Social ETF was a new Credit Suisse position in Q1 2024.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2896 holding.
  • Credit Suisse first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 4 quarters since.
  • 507 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.