Prudential Financial
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Prudential Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Prudential Financial’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
2024
Q4 		– Sell
-21,028
Closed -$2.29M – 2374
2024
Q3 		$2.29M Buy
21,028
+623
+3% +$65.3K ﹤0.01% 1419
2024
Q2 		$2.12M Sell
20,405
-840
-4% -$84K ﹤0.01% 1397
2024
Q1 		$2.14M Sell
21,245
-799
-4% -$76.4K ﹤0.01% 1411
2023
Q4 		$2.01M Sell
22,044
-1,623
-7% -$138K ﹤0.01% 1437
2023
Q3 		$1.93M Sell
23,667
-3,370
-12% -$286K ﹤0.01% 1396
2023
Q2 		$2.28M Sell
27,037
-2,036
-7% -$162K ﹤0.01% 1329
2023
Q1 		$2.27M Sell
29,073
-5,849
-17% -$442K ﹤0.01% 1261
2022
Q4 		$2.51M Buy
34,922
+1,952
+6% +$140K ﹤0.01% 1192
2022
Q3 		$2.24M Sell
32,970
-1,272
-4% -$95.5K ﹤0.01% 1273
2022
Q2 		$2.49M Buy
34,242
+23,213
+210% +$1.81M ﹤0.01% 1273
2022
Q1 		$955K Buy
11,029
+7,586
+220% +$651K ﹤0.01% 1895
2021
Q4 		$320K Buy
+3,443
New +$310K ﹤0.01% 2378
2021
Q3 		– Sell
-6,185
Closed -$512K – 2595
2021
Q2 		$512K Sell
6,185
-4,234
-41% -$341K ﹤0.01% 2129
2021
Q1 		$796K Buy
10,419
+3,710
+55% +$275K ﹤0.01% 1952
2020
Q4 		$480K Buy
6,709
+559
+9% +$37.9K ﹤0.01% 2078
2020
Q3 		$393K Buy
6,150
+1,730
+39% +$109K ﹤0.01% 2052
2020
Q2 		$261K Buy
+4,420
New +$246K ﹤0.01% 2159

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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prudential Financial's DSI Position: Q4 2024 in Review

Prudential Financial sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2024, closing a stake of 21,028 shares — an estimated $2.29M sold.

Prudential Financial first reported a position in DSI in Q2 2020 and held it in 17 quarters. The position peaked at $2.51M in Q4 2022. 568 funds tracked by Wall St. Rank hold DSI as of Q4 2024.

  • Prudential Financial reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 21,028 iShares MSCI KLD 400 Social ETF shares in Q4 2024, an estimated $2.29M.
  • Prudential Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and held it in 17 quarters.
  • Prudential Financial's iShares MSCI KLD 400 Social ETF position peaked at $2.51M in Q4 2022.
  • 568 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.