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
Q2 		$4.76M Buy
33,404
+17
+0.1% +$2.33K 0.02% 620
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 $1.89T 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

&Partners's DSI Position: Q2 2026 in Review

&Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.05% in Q2 2026, buying an estimated $2.33K and bringing the position to 33,404 shares worth $4.76M. The position accounts for 0.02% of the portfolio, ranked #620.

&Partners first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • &Partners held 33,404 shares of iShares MSCI KLD 400 Social ETF worth $4.76M as of Q2 2026.
  • &Partners bought 17 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.33K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #620 holding.
  • &Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.