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Glenmede Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Glenmede Investment Management’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 		$9.45K Hold
75
– – ﹤0.01% 1405
2025
Q2 		$8.71K Buy
+75
New +$7.99K ﹤0.01% 1463

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

Glenmede Investment Management's DSI Position: Q3 2025 in Review

Glenmede Investment Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2025 at 75 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Glenmede Investment Management first reported a position in DSI in Q2 2025 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

  • Glenmede Investment Management held 75 shares of iShares MSCI KLD 400 Social ETF worth $9.45K as of Q3 2025.
  • Glenmede Investment Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2025.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #1405 holding.
  • Glenmede Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.