First Trust Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

First Trust Advisors’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	–	Sell	-2,040	Closed	-$263K	–	2643
2025 Q4	$263K	Sell	2,040 -65	-3%	-$8.3K	﹤0.01%	2499
2025 Q3	$265K	Sell	2,105 -462	-18%	-$55.9K	﹤0.01%	2439
2025 Q2	$298K	Buy	2,567 +592	+30%	+$63K	﹤0.01%	2420
2025 Q1	$202K	Buy	1,975 +9	+0.5%	+$982	﹤0.01%	2462
2024 Q4	$217K	Buy	+1,966	New	+$220K	﹤0.01%	2462

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

First Trust Advisors's DSI Position: Q1 2026 in Review

First Trust Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 2,040 shares — an estimated $263K sold.

First Trust Advisors first reported a position in DSI in Q4 2024 and held it in 5 quarters. The position peaked at $298K in Q2 2025. 592 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

First Trust Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
First Trust Advisors sold 2,040 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $263K.
First Trust Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and held it in 5 quarters.
First Trust Advisors's iShares MSCI KLD 400 Social ETF position peaked at $298K in Q2 2025.
592 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.