EH
DSI icon

Equitable Holdings’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Equitable Holdings’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 		$4.03M Sell
28,329
-885
-3% -$121K 0.02% 523
2026
Q1 		$3.76M Sell
29,214
-2,529
-8% -$323K 0.02% 532
2025
Q4 		$4.09M Buy
31,743
+1,040
+3% +$133K 0.03% 426
2025
Q3 		$3.87M Buy
30,703
+1,925
+7% +$233K 0.03% 421
2025
Q2 		$3.34M Sell
28,778
-2,299
-7% -$245K 0.03% 432
2025
Q1 		$3.18M Buy
31,077
+1,118
+4% +$122K 0.03% 401
2024
Q4 		$3.3M Sell
29,959
-1,523
-5% -$170K 0.03% 365
2024
Q3 		$3.42M Sell
31,482
-3,967
-11% -$416K 0.03% 359
2024
Q2 		$3.68M Buy
35,449
+31
+0.1% +$3.1K 0.04% 325
2024
Q1 		$3.57M Sell
35,418
-1,586
-4% -$152K 0.04% 312
2023
Q4 		$3.37M Buy
37,004
+30,814
+498% +$2.61M 0.04% 288
2023
Q3 		$504K Sell
6,190
-22,381
-78% -$1.9M 0.01% 714
2023
Q2 		$2.4M Buy
28,571
+399
+1% +$31.7K 0.03% 311
2023
Q1 		$2.2M Sell
28,172
-5,133
-15% -$388K 0.04% 304
2022
Q4 		$2.39M Sell
33,305
-319
-0.9% -$22.9K 0.04% 271
2022
Q3 		$2.25M Buy
33,624
+404
+1% +$30.3K 0.04% 246
2022
Q2 		$2.39M Buy
33,220
+21,351
+180% +$1.66M 0.05% 242
2022
Q1 		$1.03M Buy
11,869
+7,304
+160% +$626K 0.02% 402
2021
Q4 		$424K Sell
4,565
-4,209
-48% -$379K 0.01% 602
2021
Q3 		$730K Buy
8,774
+1,120
+15% +$95.8K 0.01% 464
2021
Q2 		$634K Sell
7,654
-3,002
-28% -$242K 0.01% 487
2021
Q1 		$814K Sell
10,656
-8,645
-45% -$640K 0.02% 395
2020
Q4 		$1.38M Buy
19,301
+4,757
+33% +$322K 0.03% 273
2020
Q3 		$930K Buy
14,544
+694
+5% +$43.8K 0.02% 317
2020
Q2 		$817K Buy
13,850
+2,416
+21% +$134K 0.02% 330
2020
Q1 		$557K Buy
11,434
+6,102
+114% +$350K 0.02% 349
2019
Q4 		$320K Buy
+5,332
New +$306K 0.01% 485

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Equitable Holdings's DSI Position: Q2 2026 in Review

Equitable Holdings reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3% in Q2 2026, selling an estimated $121K and leaving 28,329 shares worth $4.03M. The position accounts for 0.02% of the portfolio, ranked #523.

Equitable Holdings first reported a position in DSI in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.09M in Q4 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Equitable Holdings held 28,329 shares of iShares MSCI KLD 400 Social ETF worth $4.03M as of Q2 2026.
  • Equitable Holdings sold 885 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $121K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #523 holding.
  • Equitable Holdings first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares MSCI KLD 400 Social ETF position peaked at $4.09M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.