P
DSI icon

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

&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
2026
Q1 		$4.05M Sell
33,387
-532
-2% -$68K 0.02% 598
2025
Q4 		$4.37M Sell
33,919
-470
-1% -$60K 0.02% 545
2025
Q3 		$4.32M Buy
34,389
+2,655
+8% +$321K 0.03% 478
2025
Q2 		$3.67M Buy
31,734
+2,565
+9% +$273K 0.03% 459
2025
Q1 		$3.04M Buy
29,169
+1,530
+6% +$167K 0.03% 417
2024
Q4 		$3.09M Buy
27,639
+22,069
+396% +$2.47M 0.04% 377
2024
Q3 		$606K Buy
5,570
+3
+0.1% +$315 0.01% 775
2024
Q2 		$578K Buy
+5,567
New +$557K 0.03% 490

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return