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SVB Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

SVB Wealth’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
-3,048
Closed -$369K – 388
2026
Q1 		$369K Sell
3,048
-1,128
-27% -$144K 0.02% 298
2025
Q4 		$538K Hold
4,176
– – 0.03% 275
2025
Q3 		$526K Sell
4,176
-2,311
-36% -$279K 0.03% 291
2025
Q2 		$754K Buy
+6,487
New +$691K 0.04% 252
2025
Q1 		– Sell
-15,592
Closed -$1.72M – 1561
2024
Q4 		$1.72M Buy
+15,592
New +$1.74M 0.03% 244
2024
Q3 		– Sell
-18,693
Closed -$1.94M – 176
2024
Q2 		$1.94M Hold
18,693
– – 0.05% 235
2024
Q1 		$1.88M Sell
18,693
-5,263
-22% -$503K 0.04% 255
2023
Q4 		$2.18M Sell
23,956
-2,068
-8% -$175K 0.05% 230
2023
Q3 		$2.12M Sell
26,024
-2,180
-8% -$185K 0.05% 218
2023
Q2 		$2.37M Buy
28,204
+1,127
+4% +$89.6K 0.04% 218
2023
Q1 		$2.11M Buy
27,077
+7,833
+41% +$592K 0.03% 260
2022
Q4 		$1.38M Sell
19,244
-457
-2% -$32.8K 0.02% 340
2022
Q3 		$1.32M Sell
19,701
-10,366
-34% -$778K 0.02% 324
2022
Q2 		$2.16M Buy
30,067
+90
+0.3% +$7.01K 0.03% 214
2022
Q1 		$2.6M Sell
29,977
-175
-0.6% -$15K 0.03% 199
2021
Q4 		$2.8M Sell
30,152
-40,293
-57% -$3.63M 0.05% 185
2021
Q3 		$5.86M Buy
70,445
+667
+1% +$57K 0.08% 155
2021
Q2 		$5.78M Sell
69,778
-6,160
-8% -$496K 0.07% 159
2021
Q1 		$5.8M Buy
75,938
+13,169
+21% +$975K 0.08% 153
2020
Q4 		$4.49M Sell
62,769
-39,651
-39% -$2.69M 0.07% 166
2020
Q3 		$6.55M Sell
102,420
-91,270
-47% -$5.76M 0.11% 125
2020
Q2 		$11.4M Buy
193,690
+192,114
+12,190% +$10.7M 0.21% 85
2020
Q1 		$76K Sell
1,576
-20,450
-93% -$1.17M ﹤0.01% 507
2019
Q4 		$1.32M Buy
22,026
+2,514
+13% +$144K 0.02% 263
2019
Q3 		$1.08M Buy
19,512
+894
+5% +$49.4K 0.02% 266
2019
Q2 		$1.02M Buy
+18,618
New +$1M 0.03% 280

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

SVB Wealth's DSI Position: Q2 2026 in Review

SVB Wealth sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 3,048 shares — an estimated $369K sold.

SVB Wealth first reported a position in DSI in Q2 2019 and held it in 26 quarters. The position peaked at $11.4M in Q2 2020. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • SVB Wealth reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
  • SVB Wealth sold 3,048 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $369K.
  • SVB Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and held it in 26 quarters.
  • SVB Wealth's iShares MSCI KLD 400 Social ETF position peaked at $11.4M in Q2 2020.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.