Mesirow Financial Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Mesirow Financial Investment Management’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	$717K	Sell	5,038 -10	-0.2%	-$1.37K	0.01%	316
2026 Q1	$612K	Buy	5,048 +1,292	+34%	+$165K	0.01%	328
2025 Q4	$484K	Sell	3,756 -1,358	-27%	-$173K	0.01%	333
2025 Q3	$644K	Buy	5,114 +2	+0%	+$242	0.01%	333
2025 Q2	$594K	Sell	5,112 -253	-5%	-$26.9K	0.01%	331
2025 Q1	$550K	Buy	5,365 +12	+0.2%	+$1.31K	0.01%	336
2024 Q4	$590K	Buy	5,353 +15	+0.3%	+$1.68K	0.01%	331
2024 Q3	$581K	Sell	5,338 -473	-8%	-$49.6K	0.01%	340
2024 Q2	$604K	Buy	5,811 +5	+0.1%	+$500	0.01%	307
2024 Q1	$585K	Sell	5,806 -654	-10%	-$62.6K	0.01%	317
2023 Q4	$588K	Buy	+6,460	New	+$548K	0.02%	290

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

Mesirow Financial Investment Management's DSI Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.2% in Q2 2026, selling an estimated $1.37K and leaving 5,038 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #316.

Mesirow Financial Investment Management first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Mesirow Financial Investment Management held 5,038 shares of iShares MSCI KLD 400 Social ETF worth $717K as of Q2 2026.
Mesirow Financial Investment Management sold 10 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.37K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #316 holding.
Mesirow Financial Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.