Jim Simons’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Jim Simons’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	$783K	Buy	+5,500	New	+$754K	﹤0.01%	2427
2026 Q1	–	Sell	-8,500	Closed	-$1.1M	–	3342
2025 Q4	$1.1M	Sell	8,500 -1,600	-16%	-$204K	﹤0.01%	2221
2025 Q3	$1.27M	Buy	10,100 +6,600	+189%	+$798K	﹤0.01%	2361
2025 Q2	$407K	Buy	3,500 +1,200	+52%	+$128K	﹤0.01%	2936
2025 Q1	$236K	Sell	2,300 -12,800	-85%	-$1.4M	﹤0.01%	3020
2024 Q4	$1.66M	Buy	15,100 +9,500	+170%	+$1.06M	﹤0.01%	2163
2024 Q3	$609K	Sell	5,600 -1,800	-24%	-$189K	﹤0.01%	2693
2024 Q2	$768K	Sell	7,400 -6,300	-46%	-$630K	﹤0.01%	2471
2024 Q1	$1.38M	Sell	13,700 -3,800	-22%	-$363K	﹤0.01%	2269
2023 Q4	$1.59M	Buy	17,500 +10,200	+140%	+$865K	﹤0.01%	2091
2023 Q3	$594K	Buy	7,300 +2,500	+52%	+$212K	﹤0.01%	2634
2023 Q2	$404K	Buy	+4,800	New	+$381K	﹤0.01%	2985
2022 Q1	–	Sell	-20,600	Closed	-$1.91M	–	4140
2021 Q4	$1.91M	Buy	20,600 +14,100	+217%	+$1.27M	﹤0.01%	2184
2021 Q3	$541K	Buy	+6,500	New	+$556K	﹤0.01%	2859
2020 Q3	–	Sell	-3,400	Closed	-$201K	–	3438
2020 Q2	$201K	Buy	+3,400	New	+$189K	﹤0.01%	3159
2020 Q1	–	Sell	-9,800	Closed	-$589K	–	3508
2019 Q4	$589K	Buy	+9,800	New	+$563K	﹤0.01%	2837
2019 Q3	–	Sell	-6,600	Closed	-$361K	–	3472
2019 Q2	$361K	Buy	+6,600	New	+$355K	﹤0.01%	3111

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Jim Simons's DSI Position: Q2 2026 in Review

Jim Simons opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 5,500 shares worth $783K. The stake represents ﹤0.01% of the portfolio and ranks #2427 among its holdings. This is a return to the name: Jim Simons previously reported a position in DSI as recently as Q4 2025.

Jim Simons first reported a position in DSI in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.91M in Q4 2021. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Jim Simons held 5,500 shares of iShares MSCI KLD 400 Social ETF worth $783K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Jim Simons position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2427 holding.
Jim Simons first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 17 quarters since.
Jim Simons's iShares MSCI KLD 400 Social ETF position peaked at $1.91M in Q4 2021.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.