UB
DSI icon

Umpqua Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Umpqua Bank’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
Q1 		$4.29M Buy
35,440
+600
+2% +$76.7K 1.23% 20
2025
Q4 		$4.49M Sell
34,840
-1,791
-5% -$229K 1.25% 16
2025
Q3 		$4.6M Sell
36,631
-1,630
-4% -$197K 1.29% 14
2025
Q2 		$4.46M Sell
38,261
-4,280
-10% -$456K 1.36% 12
2025
Q1 		$4.36M Buy
42,541
+105
+0.2% +$11.5K 1.51% 12
2024
Q4 		$4.65M Buy
42,436
+3,170
+8% +$354K 1.61% 12
2024
Q3 		$4.27M Buy
39,266
+20
+0.1% +$2.1K 1.56% 13
2024
Q2 		$4.08M Sell
39,246
-1,090
-3% -$109K 1.58% 13
2024
Q1 		$4.07M Buy
+40,336
New +$3.86M 1.67% 12

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Bank of New York Mellon
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LPL Financial
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return