OP
DSI icon

ORG Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

ORG Partners’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
Q1 		– Sell
-433
Closed -$47.7K – 1457
2024
Q4 		$47.7K Sell
433
-24
-5% -$2.68K 0.01% 559
2024
Q3 		$49.7K Sell
457
-73
-14% -$7.65K 0.01% 516
2024
Q2 		$55.1K Buy
+530
New +$53K 0.01% 758
2024
Q1 		– Sell
-654
Closed -$59.6K – 673
2023
Q4 		$59.6K Buy
654
+173
+36% +$14.7K 0.01% 487
2023
Q3 		$39.2K Sell
481
-127
-21% -$10.8K 0.01% 559
2023
Q2 		$51.3K Buy
+608
New +$48.3K 0.01% 650

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 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

ORG Partners's DSI Position: Q1 2025 in Review

ORG Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 433 shares — an estimated $47.7K sold.

ORG Partners first reported a position in DSI in Q2 2023 and held it in 6 quarters. The position peaked at $59.6K in Q4 2023. 546 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

  • ORG Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 433 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $47.7K.
  • ORG Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and held it in 6 quarters.
  • ORG Partners's iShares MSCI KLD 400 Social ETF position peaked at $59.6K in Q4 2023.
  • 546 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.