Fidelity Investments
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Fidelity Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Fidelity Investments’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 		$3.48M Buy
28,717
+8,047
+39% +$1.03M ﹤0.01% 2433
2025
Q4 		$2.66M Buy
20,670
+1,911
+10% +$244K ﹤0.01% 2507
2025
Q3 		$2.36M Buy
18,759
+480
+3% +$58K ﹤0.01% 2488
2025
Q2 		$2.12M Sell
18,279
-2,034
-10% -$217K ﹤0.01% 2468
2025
Q1 		$2.08M Buy
20,313
+745
+4% +$81.3K ﹤0.01% 2433
2024
Q4 		$2.16M Buy
19,568
+6,563
+50% +$733K ﹤0.01% 2426
2024
Q3 		$1.41M Buy
13,005
+460
+4% +$48.2K ﹤0.01% 2501
2024
Q2 		$1.3M Buy
12,545
+3,387
+37% +$339K ﹤0.01% 2453
2024
Q1 		$923K Sell
9,158
-1,063
-10% -$102K ﹤0.01% 2527
2023
Q4 		$931K Buy
10,221
+77
+0.8% +$6.53K ﹤0.01% 2493
2023
Q3 		$826K Buy
10,144
+184
+2% +$15.6K ﹤0.01% 2497
2023
Q2 		$838K Sell
9,960
-111
-1% -$8.82K ﹤0.01% 2519
2023
Q1 		$785K Buy
10,071
+1,005
+11% +$75.9K ﹤0.01% 2569
2022
Q4 		$651K Buy
9,066
+91
+1% +$6.54K ﹤0.01% 2643
2022
Q3 		$601K Sell
8,975
-372
-4% -$27.9K ﹤0.01% 2738
2022
Q2 		$672K Buy
9,347
+40
+0.4% +$3.12K ﹤0.01% 2766
2022
Q1 		$806K Sell
9,307
-96
-1% -$8.23K ﹤0.01% 2836
2021
Q4 		$874K Buy
9,403
+505
+6% +$45.5K ﹤0.01% 2703
2021
Q3 		$740K Buy
8,898
+6,925
+351% +$592K ﹤0.01% 2735
2021
Q2 		$163K Sell
1,973
-10
-0.5% -$805 ﹤0.01% 2958
2021
Q1 		$151K Sell
1,983
-71
-3% -$5.26K ﹤0.01% 2865
2020
Q4 		$147K Sell
2,054
-42
-2% -$2.85K ﹤0.01% 2830
2020
Q3 		$134K Buy
2,096
+484
+30% +$30.6K ﹤0.01% 2743
2020
Q2 		$95K Buy
1,612
+32
+2% +$1.78K ﹤0.01% 2724
2020
Q1 		$77K Buy
1,580
+2
+0.1% +$115 ﹤0.01% 2711
2019
Q4 		$95K Buy
1,578
+994
+170% +$57.1K ﹤0.01% 2761
2019
Q3 		$32K Buy
584
+98
+20% +$5.42K ﹤0.01% 2959
2019
Q2 		$26K Sell
486
-706
-59% -$37.9K ﹤0.01% 3016
2019
Q1 		$62K Buy
1,192
+956
+405% +$48.5K ﹤0.01% 2747
2018
Q4 		$11K Sell
236
-58
-20% -$2.87K ﹤0.01% 3023
2018
Q3 		$16K Buy
+294
New +$15.5K ﹤0.01% 3042

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

Fidelity Investments's DSI Position: Q1 2026 in Review

Fidelity Investments increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 39% in Q1 2026, buying an estimated $1.03M and bringing the position to 28,717 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Fidelity Investments first reported a position in DSI in Q3 2018 and has held it in 31 quarters since. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Fidelity Investments held 28,717 shares of iShares MSCI KLD 400 Social ETF worth $3.48M as of Q1 2026.
  • Fidelity Investments bought 8,047 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $1.03M.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2433 holding.
  • Fidelity Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2018 and has held it in 31 quarters since.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.