Mercer Global Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Mercer Global Advisors’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	$13.5M	Buy	94,728 +27,933	+42%	+$3.83M	0.02%	479
2026 Q1	$8.09M	Buy	66,795 +5,022	+8%	+$642K	0.01%	582
2025 Q4	$7.96M	Buy	61,773 +1,260	+2%	+$161K	0.01%	560
2025 Q3	$7.62M	Sell	60,513 -38,341	-39%	-$4.64M	0.01%	538
2025 Q2	$11.5M	Sell	98,854 -18,462	-16%	-$1.97M	0.02%	356
2025 Q1	$12M	Buy	117,316 +4,635	+4%	+$506K	0.03%	320
2024 Q4	$12.4M	Sell	112,681 -10,699	-9%	-$1.2M	0.03%	314
2024 Q3	$13.3M	Sell	123,380 -3,602	-3%	-$378K	0.03%	268
2024 Q2	$13.2M	Sell	126,982 -1,225	-1%	-$123K	0.04%	250
2024 Q1	$12.9M	Sell	128,207 -8,142	-6%	-$779K	0.04%	262
2023 Q4	$12.4M	Buy	136,349 +6,635	+5%	+$563K	0.04%	263
2023 Q3	$10.6M	Sell	129,714 -1,455	-1%	-$123K	0.04%	263
2023 Q2	$11M	Sell	131,169 -1,530	-1%	-$122K	0.04%	266
2023 Q1	$10.3M	Sell	132,699 -1,055	-0.8%	-$79.7K	0.05%	264
2022 Q4	$9.6M	Buy	133,754 +3,563	+3%	+$256K	0.05%	273
2022 Q3	$8.72M	Sell	130,191 -11,472	-8%	-$861K	0.05%	253
2022 Q2	$10.2M	Buy	141,663 +9,283	+7%	+$723K	0.06%	221
2022 Q1	$11.5M	Buy	132,380 +60,247	+84%	+$5.17M	0.07%	207
2021 Q4	$6.7M	Sell	72,133 -1,367	-2%	-$123K	0.04%	303
2021 Q3	$6.12M	Sell	73,500 -1,968	-3%	-$168K	0.04%	301
2021 Q2	$6.25M	Buy	75,468 +14,891	+25%	+$1.2M	0.05%	283
2021 Q1	$4.63M	Sell	60,577 -3,657	-6%	-$271K	0.04%	310
2020 Q4	$4.59M	Sell	64,234 -52,646	-45%	-$3.57M	0.06%	242
2020 Q3	$3.74M	Buy	116,880 +75,066	+180%	+$4.74M	0.06%	245
2020 Q2	$2.47M	Buy	41,814 +9,020	+28%	+$501K	0.04%	284
2020 Q1	$1.6M	Buy	32,794 +6,370	+24%	+$366K	0.04%	362
2019 Q4	$1.59M	Buy	26,424 +18,246	+223%	+$1.05M	0.03%	397
2019 Q3	$453K	Buy	8,178 +4,318	+112%	+$239K	0.01%	729
2019 Q2	$211K	Sell	3,860 -2,352	-38%	-$126K	0.01%	1034
2019 Q1	$328K	Buy	+6,212	New	+$315K	0.01%	787

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

Mercer Global Advisors's DSI Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 42% in Q2 2026, buying an estimated $3.83M and bringing the position to 94,728 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #479.

Mercer Global Advisors first reported a position in DSI in Q1 2019 and has held it in 30 quarters since. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Mercer Global Advisors held 94,728 shares of iShares MSCI KLD 400 Social ETF worth $13.5M as of Q2 2026.
Mercer Global Advisors bought 27,933 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $3.83M.
iShares MSCI KLD 400 Social ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #479 holding.
Mercer Global Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 30 quarters since.
632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.