Kovitz Investment Group Partners
DSI icon

Kovitz Investment Group Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-47,242
Closed -$5.95M – 671
2025
Q3 		$5.95M Buy
47,242
+2,479
+6% +$300K 0.02% 433
2025
Q2 		$5.2M Sell
44,763
-1,746
-4% -$186K 0.02% 446
2025
Q1 		$4.76M Sell
46,509
-1,203
-3% -$131K 0.02% 416
2024
Q4 		$5.26M Buy
47,712
+904
+2% +$101K 0.03% 388
2024
Q3 		$128K Buy
46,808
+1,711
+4% +$179K ﹤0.01% 973
2024
Q2 		$4.68M Buy
+45,097
New +$4.51M 0.04% 299

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Kovitz Investment Group Partners's DSI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025, closing a stake of 47,242 shares — an estimated $5.95M sold.

Kovitz Investment Group Partners first reported a position in DSI in Q2 2024 and held it in 6 quarters. The position peaked at $5.95M in Q3 2025. 616 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 47,242 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $5.95M.
  • Kovitz Investment Group Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's iShares MSCI KLD 400 Social ETF position peaked at $5.95M in Q3 2025.
  • 616 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.