Israel Englander’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Israel Englander’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	-1,996	Closed	-$257K	–	5861
2025 Q4	$257K	Buy	+1,996	New	+$255K	﹤0.01%	5347
2024 Q4	–	Sell	-2,415	Closed	-$263K	–	6052
2024 Q3	$263K	Buy	+2,415	New	+$253K	﹤0.01%	5286
2024 Q2	–	Sell	-10,102	Closed	-$1.02M	–	6014
2024 Q1	$1.02M	Buy	+10,102	New	+$966K	﹤0.01%	4277

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

Israel Englander's DSI Position: Q1 2026 in Review

Israel Englander sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 1,996 shares — an estimated $257K sold.

Israel Englander first reported a position in DSI in Q1 2024 and held it in 3 quarters. The position peaked at $1.02M in Q1 2024. 592 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Israel Englander reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
Israel Englander sold 1,996 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $257K.
Israel Englander first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and held it in 3 quarters.
Israel Englander's iShares MSCI KLD 400 Social ETF position peaked at $1.02M in Q1 2024.
592 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.