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TIAA-CREF Individual & Institutional Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

TIAA-CREF Individual & Institutional Services’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 		$362K Sell
2,544
-165
-6% -$22.6K ﹤0.01% 527
2026
Q1 		$328K Buy
+2,709
New +$346K ﹤0.01% 523

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

TIAA-CREF Individual & Institutional Services's DSI Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.1% in Q2 2026, selling an estimated $22.6K and leaving 2,544 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

TIAA-CREF Individual & Institutional Services first reported a position in DSI in Q1 2026 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 2,544 shares of iShares MSCI KLD 400 Social ETF worth $362K as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services sold 165 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $22.6K.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #527 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2026 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.