Federation des caisses Desjardins du Quebec’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Federation des caisses Desjardins du Quebec’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 Q1	$188K	Hold	1,548	–	–	﹤0.01%	1537
2025 Q4	$199K	Hold	1,548	–	–	﹤0.01%	1497
2025 Q3	$195K	Sell	1,548 -100	-6%	-$12.1K	﹤0.01%	1482
2025 Q2	$191K	Hold	1,648	–	–	﹤0.01%	1233
2025 Q1	$169K	Buy	1,648 +93	+6%	+$10.1K	﹤0.01%	1215
2024 Q4	$171K	Sell	1,555 -250	-14%	-$27.9K	﹤0.01%	1170
2024 Q3	$196K	Sell	1,805 -20	-1%	-$2.1K	﹤0.01%	1135
2024 Q2	$190K	Sell	1,825 -65	-3%	-$6.5K	﹤0.01%	1135
2024 Q1	$191K	Hold	1,890	–	–	﹤0.01%	1079
2023 Q4	$172K	Hold	1,890	–	–	﹤0.01%	987
2023 Q3	$154K	Hold	1,890	–	–	﹤0.01%	1010
2023 Q2	$159K	Hold	1,890	–	–	﹤0.01%	1016
2023 Q1	$147K	Hold	1,890	–	–	﹤0.01%	1045
2022 Q4	$136K	Hold	1,890	–	–	﹤0.01%	1161
2022 Q3	$127K	Hold	1,890	–	–	﹤0.01%	1243
2022 Q2	$136K	Hold	1,890	–	–	﹤0.01%	1243
2022 Q1	$164K	Hold	1,890	–	–	﹤0.01%	1193
2021 Q4	$176K	Hold	1,890	–	–	﹤0.01%	1200
2021 Q3	$157K	Hold	1,890	–	–	﹤0.01%	1236
2021 Q2	$157K	Sell	1,890 -50	-3%	-$4.02K	﹤0.01%	1265
2021 Q1	$148K	Hold	1,940	–	–	﹤0.01%	1211
2020 Q4	$139K	Hold	1,940	–	–	﹤0.01%	1173
2020 Q3	$124K	Sell	1,940 -420	-18%	-$26.5K	﹤0.01%	989
2020 Q2	$139K	Buy	2,360 +300	+15%	+$16.7K	﹤0.01%	935
2020 Q1	$100K	Hold	2,060	–	–	﹤0.01%	1042
2019 Q4	$124K	Hold	2,060	–	–	﹤0.01%	1243
2019 Q3	$114K	Sell	2,060 -146	-7%	-$8.07K	﹤0.01%	1252
2019 Q2	$121K	Hold	2,206	–	–	﹤0.01%	1242
2019 Q1	$116K	Hold	2,206	–	–	﹤0.01%	1123
2018 Q4	$103K	Hold	2,206	–	–	﹤0.01%	1121
2018 Q3	$118K	Sell	2,206 -144	-6%	-$7.58K	﹤0.01%	1142
2018 Q2	$119K	Hold	2,350	–	–	﹤0.01%	1154
2018 Q1	$115K	Hold	2,350	–	–	﹤0.01%	1144
2017 Q4	$115K	Hold	2,350	–	–	﹤0.01%	1145
2017 Q3	$109K	Sell	2,350 -140	-6%	-$6.37K	﹤0.01%	1141
2017 Q2	$111K	Buy	+2,490	New	+$110K	﹤0.01%	1184

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Federation des caisses Desjardins du Quebec's DSI Position: Q1 2026 in Review

Federation des caisses Desjardins du Quebec held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 1,548 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Federation des caisses Desjardins du Quebec first reported a position in DSI in Q2 2017 and has held it in 36 quarters since. The position peaked at $199K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Federation des caisses Desjardins du Quebec held 1,548 shares of iShares MSCI KLD 400 Social ETF worth $188K as of Q1 2026.
Federation des caisses Desjardins du Quebec left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q1 2026, its #1537 holding.
Federation des caisses Desjardins du Quebec first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2017 and has held it in 36 quarters since.
Federation des caisses Desjardins du Quebec's iShares MSCI KLD 400 Social ETF position peaked at $199K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2026, filed 14 May 2026.