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DOHJ LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

DOHJ LLC’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
Q3 		– Sell
-30,860
Closed -$3.03M – 32
2025
Q2 		$3.03M Sell
30,860
-19,138
-38% -$2.04M 0.88% 34
2025
Q1 		$5.12M Buy
49,998
+115
+0.2% +$12.5K 1.17% 21
2024
Q4 		$5.5M Buy
49,883
+151
+0.3% +$16.9K 1.27% 19
2024
Q3 		$5.35M Buy
49,732
+1,939
+4% +$203K 1.25% 19
2024
Q2 		$4.96M Buy
47,793
+42
+0.1% +$4.2K 1.24% 21
2024
Q1 		$4.81M Sell
47,751
-4,717
-9% -$451K 1.28% 21
2023
Q4 		$4.78M Buy
52,468
+16,359
+45% +$1.39M 1.41% 17
2023
Q3 		$2.94M Sell
36,109
-2,503
-6% -$212K 1.31% 20
2023
Q2 		$3.25M Buy
38,612
+12,931
+50% +$1.03M 1.39% 20
2023
Q1 		$2M Sell
25,681
-1,390
-5% -$105K 1.01% 31
2022
Q4 		$1.94M Buy
+27,071
New +$1.95M 1.09% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

DOHJ LLC's DSI Position: Q3 2025 in Review

DOHJ LLC sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2025, closing a stake of 30,860 shares — an estimated $3.03M sold.

DOHJ LLC first reported a position in DSI in Q4 2022 and held it in 11 quarters. The position peaked at $5.5M in Q4 2024. 560 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

  • DOHJ LLC reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 30,860 iShares MSCI KLD 400 Social ETF shares in Q3 2025, an estimated $3.03M.
  • DOHJ LLC first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and held it in 11 quarters.
  • DOHJ LLC's iShares MSCI KLD 400 Social ETF position peaked at $5.5M in Q4 2024.
  • 560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.