PAM
DSI icon

Palisade Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Palisade Asset 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
2025
Q4 		– Sell
-996
Closed -$125K – 324
2025
Q3 		$125K Buy
+996
New +$120K 0.01% 218
2024
Q2 		– Sell
-996
Closed -$100K – 247
2024
Q1 		$100K Buy
+996
New +$95.3K 0.01% 234

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Palisade Asset Management's DSI Position: Q4 2025 in Review

Palisade Asset Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025, closing a stake of 996 shares — an estimated $125K sold.

Palisade Asset Management first reported a position in DSI in Q1 2024 and held it in 2 quarters. The position peaked at $125K in Q3 2025. 617 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • Palisade Asset Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 996 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $125K.
  • Palisade Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and held it in 2 quarters.
  • Palisade Asset Management's iShares MSCI KLD 400 Social ETF position peaked at $125K in Q3 2025.
  • 617 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.