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

Glenmede Trust’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	$965K	Buy	6,778 +6,703	+8,937%	+$919K	﹤0.01%	778
2026 Q1	$9.09K	Sell	75 -454	-86%	-$58K	﹤0.01%	1469
2025 Q4	$68.2K	Buy	+529	New	+$67.6K	﹤0.01%	1371
2025 Q1	$7.68K	Hold	75	–	–	﹤0.01%	1358
2024 Q4	$8.27K	Hold	75	–	–	﹤0.01%	1375
2024 Q3	$8.16K	Hold	75	–	–	﹤0.01%	1372
2024 Q2	$7.79K	Buy	+75	New	+$7.5K	﹤0.01%	1337

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

IAS

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

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

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

Glenmede Trust's DSI Position: Q2 2026 in Review

Glenmede Trust increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 8,937% in Q2 2026, buying an estimated $919K and bringing the position to 6,778 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Glenmede Trust first reported a position in DSI in Q2 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Glenmede Trust held 6,778 shares of iShares MSCI KLD 400 Social ETF worth $965K as of Q2 2026.
Glenmede Trust bought 6,703 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $919K.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Glenmede Trust's portfolio in Q2 2026, its #778 holding.
Glenmede Trust first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.