Qube Research & Technologies (QRT)
DSI icon

Qube Research & Technologies (QRT)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Qube Research & Technologies (QRT)’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 		– Sell
-297
Closed -$36K – 3606
2026
Q1 		$36K Sell
297
-358
-55% -$45.8K ﹤0.01% 3221
2025
Q4 		$84.4K Buy
655
+245
+60% +$31.3K ﹤0.01% 3215
2025
Q3 		$51.6K Buy
410
+379
+1,223% +$45.8K ﹤0.01% 3177
2025
Q2 		$3.6K Sell
31
-382
-92% -$40.7K ﹤0.01% 3425
2025
Q1 		$42.3K Sell
413
-498
-55% -$54.3K ﹤0.01% 3141
2024
Q4 		$100K Buy
911
+416
+84% +$46.5K ﹤0.01% 2992
2024
Q3 		$53.9K Sell
495
-660
-57% -$69.2K ﹤0.01% 2848
2024
Q2 		$120K Buy
1,155
+817
+242% +$81.7K ﹤0.01% 2560
2024
Q1 		$34.1K Sell
338
-863
-72% -$82.5K ﹤0.01% 3594
2023
Q4 		$109K Sell
1,201
-553
-32% -$46.9K ﹤0.01% 3066
2023
Q3 		$143K Buy
1,754
+703
+67% +$59.6K ﹤0.01% 2533
2023
Q2 		$20.2K Sell
1,051
-429
-29% -$34.1K ﹤0.01% 2161
2023
Q1 		$115K Buy
1,480
+1,225
+480% +$92.5K ﹤0.01% 2093
2022
Q4 		$18.3K Sell
255
-644
-72% -$46.3K ﹤0.01% 2239
2022
Q3 		$60K Buy
899
+355
+65% +$26.6K ﹤0.01% 2097
2022
Q2 		$39K Buy
+544
New +$42.4K ﹤0.01% 2171
2021
Q4 		– Sell
-184
Closed -$15K – 2620
2021
Q3 		$15K Buy
+184
New +$15.7K ﹤0.01% 2003

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

Qube Research & Technologies (QRT)'s DSI Position: Q2 2026 in Review

Qube Research & Technologies (QRT) sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 297 shares — an estimated $36K sold.

Qube Research & Technologies (QRT) first reported a position in DSI in Q3 2021 and held it in 17 quarters. The position peaked at $143K in Q3 2023. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Qube Research & Technologies (QRT) reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 297 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $36K.
  • Qube Research & Technologies (QRT) first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2021 and held it in 17 quarters.
  • Qube Research & Technologies (QRT)'s iShares MSCI KLD 400 Social ETF position peaked at $143K in Q3 2023.
  • 636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.