KBC Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

KBC Group’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	$171K	Sell	1,199 -40	-3%	-$5.48K	﹤0.01%	1109
2026 Q1	$150K	Sell	1,239 -1,787	-59%	-$228K	﹤0.01%	1094
2025 Q4	$390K	Hold	3,026	–	–	﹤0.01%	749
2025 Q3	$381K	Sell	3,026 -2,116	-41%	-$256K	﹤0.01%	734
2025 Q2	$597K	Hold	5,142	–	–	﹤0.01%	692
2025 Q1	$527K	Buy	5,142 +629	+14%	+$68.6K	﹤0.01%	717
2024 Q4	$498K	Buy	4,513 +1,319	+41%	+$147K	﹤0.01%	809
2024 Q3	$347K	Sell	3,194 -2,235	-41%	-$234K	﹤0.01%	762
2024 Q2	$564K	Buy	+5,429	New	+$543K	﹤0.01%	713
2021 Q2	–	Sell	-1,414	Closed	-$108K	–	1281
2021 Q1	$108K	Buy	+1,414	New	+$105K	﹤0.01%	1171
2020 Q2	–	Sell	-3,068	Closed	-$149K	–	1274
2020 Q1	$149K	Sell	3,068 -4,272	-58%	-$245K	﹤0.01%	1081
2019 Q4	$441K	Buy	7,340 +4,300	+141%	+$247K	﹤0.01%	1135
2019 Q3	$169K	Hold	3,040	–	–	﹤0.01%	1275
2019 Q2	$166K	Buy	+3,040	New	+$163K	﹤0.01%	1248
2019 Q1	–	Sell	-4,644	Closed	-$216K	–	1416
2018 Q4	$216K	Buy	+4,644	New	+$230K	﹤0.01%	1114

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

KBC Group's DSI Position: Q2 2026 in Review

KBC Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.2% in Q2 2026, selling an estimated $5.48K and leaving 1,199 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

KBC Group first reported a position in DSI in Q4 2018 and has held it in 15 quarters since. The position peaked at $597K in Q2 2025. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

KBC Group held 1,199 shares of iShares MSCI KLD 400 Social ETF worth $171K as of Q2 2026.
KBC Group sold 40 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $5.48K.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of KBC Group's portfolio in Q2 2026, its #1109 holding.
KBC Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and has held it in 15 quarters since.
KBC Group's iShares MSCI KLD 400 Social ETF position peaked at $597K in Q2 2025.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on KBC Group's 13F filing for Q2 2026, filed 5 Aug 2026.