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TIAA Wealth Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

TIAA Wealth Investment Management’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 		$179K Buy
1,270
+1,215
+2,209% +$167K ﹤0.01% 318
2026
Q1 		$6.46K Buy
+55
New +$7.03K ﹤0.01% 526

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
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TIAA Wealth Investment Management's DSI Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2,209% in Q2 2026, buying an estimated $167K and bringing the position to 1,270 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

TIAA Wealth Investment Management first reported a position in DSI in Q1 2026 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • TIAA Wealth Investment Management held 1,270 shares of iShares MSCI KLD 400 Social ETF worth $179K as of Q2 2026.
  • TIAA Wealth Investment Management bought 1,215 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $167K.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #318 holding.
  • TIAA Wealth Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2026 and has held it in 2 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.