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Ethic Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ethic Inc’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 		$320K Buy
+2,246
New +$308K ﹤0.01% 1099
2024
Q3 		– Sell
-3,574
Closed -$371K – 1116
2024
Q2 		$371K Buy
+3,574
New +$358K 0.01% 848
2020
Q3 		– Sell
-4,480
Closed -$264K – 351
2020
Q2 		$264K Buy
+4,480
New +$249K 0.15% 191

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

Ethic Inc's DSI Position: Q2 2026 in Review

Ethic Inc opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 2,246 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings. This is a return to the name: Ethic Inc previously reported a position in DSI as recently as Q2 2024.

Ethic Inc first reported a position in DSI in Q2 2020 and has held it in 3 quarters since. The position peaked at $371K in Q2 2024. 635 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Ethic Inc held 2,246 shares of iShares MSCI KLD 400 Social ETF worth $320K as of Q2 2026.
  • iShares MSCI KLD 400 Social ETF was a new Ethic Inc position in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1099 holding.
  • Ethic Inc first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and has held it in 3 quarters since.
  • Ethic Inc's iShares MSCI KLD 400 Social ETF position peaked at $371K in Q2 2024.
  • 635 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.