Essex Savings Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Essex Savings Bank’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	-1,809	Closed	-$210K	–	311
2025 Q2	$210K	Buy	+1,809	New	+$193K	0.05%	293
2019 Q3	–	Sell	-1,222	Closed	-$67K	–	293
2019 Q2	$67K	Hold	1,222	–	–	0.02%	406
2019 Q1	$64K	Hold	1,222	–	–	0.04%	266
2018 Q4	$57K	Buy	+1,222	New	+$60.4K	0.04%	277

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Essex Savings Bank's DSI Position: Q3 2025 in Review

Essex Savings Bank sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2025, closing a stake of 1,809 shares — an estimated $210K sold.

Essex Savings Bank first reported a position in DSI in Q4 2018 and held it in 4 quarters. The position peaked at $210K in Q2 2025. 560 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

Essex Savings Bank reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2025 after selling out during the quarter.
Essex Savings Bank sold 1,809 iShares MSCI KLD 400 Social ETF shares in Q3 2025, an estimated $210K.
Essex Savings Bank first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and held it in 4 quarters.
Essex Savings Bank's iShares MSCI KLD 400 Social ETF position peaked at $210K in Q2 2025.
560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Essex Savings Bank's 13F filing for Q3 2025, filed 4 Nov 2025.