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NorthStar Asset Management (Massachusetts)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

NorthStar Asset Management (Massachusetts)’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 		$39.9M Buy
279,901
+67,631
+32% +$9.27M 11.68% 1
2026
Q1 		$25.7M Buy
212,270
+109,881
+107% +$14M 7.89% 1
2025
Q4 		$13.2M Buy
102,389
+97,392
+1,949% +$12.4M 3.41% 10
2025
Q3 		$629K Buy
+4,997
New +$604K 0.16% 45

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s DSI Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 32% in Q2 2026, buying an estimated $9.27M and bringing the position to 279,901 shares worth $39.9M. The position accounts for 11.68% of the portfolio, ranked #1.

NorthStar Asset Management (Massachusetts) first reported a position in DSI in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • NorthStar Asset Management (Massachusetts) held 279,901 shares of iShares MSCI KLD 400 Social ETF worth $39.9M as of Q2 2026.
  • NorthStar Asset Management (Massachusetts) bought 67,631 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $9.27M.
  • iShares MSCI KLD 400 Social ETF made up 11.68% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #1 holding.
  • NorthStar Asset Management (Massachusetts) first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and has held it in 4 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.