TD Waterhouse Canada’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

TD Waterhouse Canada’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	$42.1K	Hold	296	–	–	﹤0.01%	1461
2026 Q1	$36.2K	Hold	296	–	–	﹤0.01%	1443
2025 Q4	$38.1K	Hold	296	–	–	﹤0.01%	1256
2025 Q3	$37.5K	Hold	296	–	–	﹤0.01%	1260
2025 Q2	$34.3K	Hold	296	–	–	﹤0.01%	1198
2025 Q1	$30.5K	Sell	296 -150	-34%	-$16.4K	﹤0.01%	1184
2024 Q4	$49.2K	Hold	446	–	–	﹤0.01%	1087
2024 Q3	$48K	Sell	446 -72	-14%	-$7.55K	﹤0.01%	1046
2024 Q2	$53.9K	Sell	518 -510	-50%	-$51K	﹤0.01%	1005
2024 Q1	$110K	Buy	1,028 +469	+84%	+$44.9K	﹤0.01%	883
2023 Q4	$54.4K	Sell	559 -270	-33%	-$22.9K	﹤0.01%	924
2023 Q3	$72K	Buy	829 +533	+180%	+$45.2K	﹤0.01%	834
2023 Q2	$25K	Hold	296	–	–	﹤0.01%	1082
2023 Q1	$23.1K	Hold	296	–	–	﹤0.01%	1072
2022 Q4	$21.2K	Hold	296	–	–	﹤0.01%	1088
2022 Q3	$20.3K	Hold	296	–	–	﹤0.01%	1100
2022 Q2	$21.5K	Hold	296	–	–	﹤0.01%	1101
2022 Q1	$25.7K	Hold	296	–	–	﹤0.01%	1127
2021 Q4	$27.6K	Buy	+296	New	+$26.7K	﹤0.01%	1136

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TD Waterhouse Canada's DSI Position: Q2 2026 in Review

TD Waterhouse Canada held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 296 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

TD Waterhouse Canada first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $110K in Q1 2024. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

TD Waterhouse Canada held 296 shares of iShares MSCI KLD 400 Social ETF worth $42.1K as of Q2 2026.
TD Waterhouse Canada left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1461 holding.
TD Waterhouse Canada first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
TD Waterhouse Canada's iShares MSCI KLD 400 Social ETF position peaked at $110K in Q1 2024.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.