DeDora Capital
DSI icon

DeDora Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

DeDora Capital’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
Q3 		$193K Buy
+1,320
New +$191K 0.04% 122
2023
Q1 		– Sell
-3,700
Closed -$266K – 106
2022
Q4 		$266K Sell
3,700
-92
-2% -$6.61K 0.13% 96
2022
Q3 		$254K Sell
3,792
-29
-0.8% -$2.18K 0.13% 93
2022
Q2 		$275K Sell
3,821
-1,020
-21% -$79.5K 0.14% 86
2022
Q1 		$419K Sell
4,841
-3,480
-42% -$298K 0.17% 76
2021
Q4 		$742K Buy
8,321
+570
+7% +$51.4K 0.42% 35
2021
Q3 		$645K Sell
7,751
-333
-4% -$28.5K 0.28% 64
2021
Q2 		$670K Sell
8,084
-1,319
-14% -$106K 0.29% 64
2021
Q1 		$718K Sell
9,403
-21,819
-70% -$1.62M 0.34% 61
2020
Q4 		$2.23M Buy
31,222
+1,562
+5% +$106K 1.1% 22
2020
Q3 		$1.9M Buy
29,660
+682
+2% +$43.1K 1.06% 22
2020
Q2 		$1.71M Buy
28,978
+718
+3% +$39.9K 1.03% 23
2020
Q1 		$1.38M Buy
28,260
+136
+0.5% +$7.81K 1.04% 24
2019
Q4 		$1.69M Buy
28,124
+414
+1% +$23.8K 1.02% 23
2019
Q3 		$1.54M Buy
27,710
+40
+0.1% +$2.21K 1.06% 22
2019
Q2 		$1.51M Buy
27,670
+3,662
+15% +$197K 1.06% 19
2019
Q1 		$1.27M Buy
24,008
+1,878
+8% +$95.2K 0.95% 24
2018
Q4 		$1.03M Buy
+22,130
New +$1.09M 0.91% 29

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

DeDora Capital's DSI Position: Q3 2026 in Review

DeDora Capital opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q3 2026: 1,320 shares worth $193K. The stake represents 0.04% of the portfolio and ranks #122 among its holdings. This is a return to the name: DeDora Capital previously reported a position in DSI as recently as Q4 2022.

DeDora Capital first reported a position in DSI in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.23M in Q4 2020. 571 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • DeDora Capital held 1,320 shares of iShares MSCI KLD 400 Social ETF worth $193K as of Q3 2026.
  • iShares MSCI KLD 400 Social ETF was a new DeDora Capital position in Q3 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.04% of DeDora Capital's portfolio in Q3 2026, its #122 holding.
  • DeDora Capital first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and has held it in 18 quarters since.
  • DeDora Capital's iShares MSCI KLD 400 Social ETF position peaked at $2.23M in Q4 2020.
  • 571 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.