Russell Investments Group
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Russell Investments Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Russell Investments Group’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 		$232K Buy
1,628
+1,608
+8,040% +$220K ﹤0.01% 3125
2026
Q1 		$2.42K Buy
20
+4
+25% +$511 ﹤0.01% 3984
2025
Q4 		$2.06K Hold
16
– – ﹤0.01% 4002
2025
Q3 		$2.02K Hold
16
– – ﹤0.01% 4001
2025
Q2 		$1.86K Sell
16
-33
-67% -$3.51K ﹤0.01% 3599
2025
Q1 		$5.02K Sell
49
-140
-74% -$15.3K ﹤0.01% 3360
2024
Q4 		$20.8K Sell
189
-3
-2% -$335 ﹤0.01% 2999
2024
Q3 		$20.9K Buy
+192
New +$20.1K ﹤0.01% 2948

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Russell Investments Group's DSI Position: Q2 2026 in Review

Russell Investments Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 8,040% in Q2 2026, buying an estimated $220K and bringing the position to 1,628 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Russell Investments Group first reported a position in DSI in Q3 2024 and has held it in 8 quarters since. 446 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Russell Investments Group held 1,628 shares of iShares MSCI KLD 400 Social ETF worth $232K as of Q2 2026.
  • Russell Investments Group bought 1,608 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $220K.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3125 holding.
  • Russell Investments Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 8 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.