Migdal Insurance & Financial Holdings’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Migdal Insurance & Financial Holdings’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	$17.8K	Hold	125	–	–	﹤0.01%	331
2026 Q1	$15.1K	Hold	125	–	–	﹤0.01%	332
2025 Q4	$16K	Hold	125	–	–	﹤0.01%	321
2025 Q3	$16K	Hold	125	–	–	﹤0.01%	304
2025 Q2	$15K	Hold	125	–	–	﹤0.01%	311
2025 Q1	$13K	Hold	125	–	–	﹤0.01%	356
2024 Q4	$14K	Hold	125	–	–	﹤0.01%	302
2024 Q3	$14K	Sell	125 -110	-47%	-$11.5K	﹤0.01%	322
2024 Q2	$24K	Sell	235 -235	-50%	-$23.5K	﹤0.01%	348
2024 Q1	$47K	Hold	470	–	–	﹤0.01%	277
2023 Q4	$43K	Hold	470	–	–	﹤0.01%	348
2023 Q3	$38K	Hold	470	–	–	﹤0.01%	346
2023 Q2	$40K	Hold	470	–	–	﹤0.01%	343
2023 Q1	$37K	Hold	470	–	–	﹤0.01%	371
2022 Q4	$34K	Hold	470	–	–	﹤0.01%	351
2022 Q3	$32K	Hold	470	–	–	﹤0.01%	351
2022 Q2	$34K	Hold	470	–	–	﹤0.01%	410
2022 Q1	$41K	Hold	470	–	–	﹤0.01%	455
2021 Q4	$44K	Hold	470	–	–	﹤0.01%	473
2021 Q3	$39K	Hold	470	–	–	﹤0.01%	481
2021 Q2	$39K	Hold	470	–	–	﹤0.01%	486
2021 Q1	$36K	Hold	470	–	–	﹤0.01%	577
2020 Q4	$34K	Hold	470	–	–	﹤0.01%	564
2020 Q3	$30K	Hold	470	–	–	﹤0.01%	596
2020 Q2	$28K	Hold	470	–	–	﹤0.01%	589
2020 Q1	$23K	Hold	470	–	–	﹤0.01%	555
2019 Q4	$28K	Hold	470	–	–	﹤0.01%	662
2019 Q3	$26K	Hold	470	–	–	﹤0.01%	640
2019 Q2	$26K	Hold	470	–	–	﹤0.01%	646
2019 Q1	$25K	Hold	470	–	–	﹤0.01%	641
2018 Q4	$22K	Hold	470	–	–	﹤0.01%	637
2018 Q3	$25K	Hold	470	–	–	﹤0.01%	737
2018 Q2	$24K	Hold	470	–	–	﹤0.01%	705
2018 Q1	$23K	Hold	470	–	–	﹤0.01%	542
2017 Q4	$23K	Sell	470 -210	-31%	-$10.1K	﹤0.01%	473
2017 Q3	$32K	Buy	+680	New	+$30.9K	﹤0.01%	473

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

Migdal Insurance & Financial Holdings's DSI Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 125 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Migdal Insurance & Financial Holdings first reported a position in DSI in Q3 2017 and has held it in 36 quarters since. The position peaked at $47K in Q1 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Migdal Insurance & Financial Holdings held 125 shares of iShares MSCI KLD 400 Social ETF worth $17.8K as of Q2 2026.
Migdal Insurance & Financial Holdings left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #331 holding.
Migdal Insurance & Financial Holdings first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2017 and has held it in 36 quarters since.
Migdal Insurance & Financial Holdings's iShares MSCI KLD 400 Social ETF position peaked at $47K in Q1 2024.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.