IAIM
DSI icon

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

International Assets 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
2026
Q2 		$4.26K Hold
30
– – ﹤0.01% 2004
2026
Q1 		$3.67K Sell
30
-53
-64% -$6.78K ﹤0.01% 1897
2025
Q4 		$10.7K Buy
+83
New +$10.6K ﹤0.01% 1641
2024
Q3 		– Sell
-93
Closed -$9.66K – 1914
2024
Q2 		$9.66K Buy
+93
New +$9.3K ﹤0.01% 1677

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

International Assets Investment Management's DSI Position: Q2 2026 in Review

International Assets Investment Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 30 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

International Assets Investment Management first reported a position in DSI in Q2 2024 and has held it in 4 quarters since. The position peaked at $10.7K in Q4 2025. 512 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • International Assets Investment Management held 30 shares of iShares MSCI KLD 400 Social ETF worth $4.26K as of Q2 2026.
  • International Assets Investment Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2004 holding.
  • International Assets Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares MSCI KLD 400 Social ETF position peaked at $10.7K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.