Longview Asset Management (New Mexico)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Longview Asset Management (New Mexico)’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	$332K	Sell	2,580 -1,897	-42%	-$242K	0.23%	34
2025 Q3	$564K	Sell	4,477 -2,477	-36%	-$300K	0.39%	27
2025 Q2	$808K	Sell	6,954 -832	-11%	-$88.6K	0.61%	25
2025 Q1	$797K	Sell	7,786 -898	-10%	-$98K	0.68%	26
2024 Q4	$957K	Buy	+8,684	New	+$970K	0.83%	25

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Longview Asset Management (New Mexico)'s DSI Position: Q4 2025 in Review

Longview Asset Management (New Mexico) reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 42% in Q4 2025, selling an estimated $242K and leaving 2,580 shares worth $332K. The position accounts for 0.23% of the portfolio, ranked #34.

Longview Asset Management (New Mexico) first reported a position in DSI in Q4 2024 and has held it in 5 quarters since. The position peaked at $957K in Q4 2024. 615 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

Longview Asset Management (New Mexico) held 2,580 shares of iShares MSCI KLD 400 Social ETF worth $332K as of Q4 2025.
Longview Asset Management (New Mexico) sold 1,897 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $242K.
iShares MSCI KLD 400 Social ETF made up 0.23% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #34 holding.
Longview Asset Management (New Mexico) first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 5 quarters since.
Longview Asset Management (New Mexico)'s iShares MSCI KLD 400 Social ETF position peaked at $957K in Q4 2024.
615 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.