William Blair & Company
DSI icon

William Blair & Company’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

William Blair & Company’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 		$2.91M Buy
20,417
+21
+0.1% +$2.88K 0.01% 664
2026
Q1 		$2.47M Sell
20,396
-1,952
-9% -$250K 0.01% 670
2025
Q4 		$2.88M Sell
22,348
-234
-1% -$29.9K 0.01% 653
2025
Q3 		$2.84M Sell
22,582
-107
-0.5% -$12.9K 0.01% 648
2025
Q2 		$2.64M Sell
22,689
-301
-1% -$32.1K 0.01% 650
2025
Q1 		$2.35M Sell
22,990
-132
-0.6% -$14.4K 0.01% 673
2024
Q4 		$2.55M Sell
23,122
-144
-0.6% -$16.1K 0.01% 665
2024
Q3 		$2.53M Sell
23,266
-20,512
-47% -$2.15M 0.01% 645
2024
Q2 		$4.55M Buy
43,778
+2,150
+5% +$215K 0.01% 512
2024
Q1 		$4.2M Sell
41,628
-1,622
-4% -$155K 0.01% 515
2023
Q4 		$3.94M Buy
43,250
+1,306
+3% +$111K 0.01% 517
2023
Q3 		$3.41M Buy
41,944
+1,809
+5% +$153K 0.01% 522
2023
Q2 		$3.38M Sell
40,135
-475
-1% -$37.8K 0.01% 534
2023
Q1 		$3.17M Sell
40,610
-178
-0.4% -$13.4K 0.01% 543
2022
Q4 		$2.93M Sell
40,788
-384
-0.9% -$27.6K 0.01% 546
2022
Q3 		$2.76M Buy
41,172
+3,901
+10% +$293K 0.01% 544
2022
Q2 		$2.68M Sell
37,271
-456
-1% -$35.5K 0.01% 565
2022
Q1 		$3.27M Sell
37,727
-2,361
-6% -$202K 0.01% 572
2021
Q4 		$3.73M Buy
40,088
+120
+0.3% +$10.8K 0.01% 562
2021
Q3 		$3.33M Sell
39,968
-15,269
-28% -$1.31M 0.01% 558
2021
Q2 		$4.58M Sell
55,237
-2,013
-4% -$162K 0.02% 473
2021
Q1 		$4.37M Buy
57,250
+674
+1% +$49.9K 0.02% 479
2020
Q4 		$4.05M Buy
56,576
+4,352
+8% +$295K 0.01% 476
2020
Q3 		$3.34M Buy
52,224
+28,470
+120% +$1.8M 0.01% 477
2020
Q2 		$1.4M Sell
23,754
-170
-0.7% -$9.45K 0.01% 644
2020
Q1 		$1.17M Buy
23,924
+1,388
+6% +$79.7K 0.01% 631
2019
Q4 		$1.35M Hold
22,536
– – 0.01% 706
2019
Q3 		$1.25M Sell
22,536
-30
-0.1% -$1.66K 0.01% 686
2019
Q2 		$1.23M Sell
22,566
-165,322
-88% -$8.88M 0.01% 704
2019
Q1 		$9.91M Sell
187,888
-216,678
-54% -$11M 0.06% 259
2018
Q4 		$18.8M Hold
404,566
– – 0.14% 156
2018
Q3 		$21.6M Buy
404,566
+380,000
+1,547% +$20M 0.13% 163
2018
Q2 		$1.24M Sell
24,566
-620
-2% -$31.1K 0.01% 657
2018
Q1 		$1.23M Buy
25,186
+40
+0.2% +$2.02K 0.01% 652
2017
Q4 		$1.24M Buy
25,146
+400
+2% +$19.2K 0.01% 690
2017
Q3 		$1.15M Buy
24,746
+1,076
+5% +$49K 0.01% 689
2017
Q2 		$1.06M Hold
23,670
– – 0.01% 733
2017
Q1 		$1.03M Hold
23,670
– – 0.01% 700
2016
Q4 		$975K Hold
23,670
– – 0.01% 658
2016
Q3 		$953K Hold
23,670
– – 0.01% 662
2016
Q2 		$915K Buy
+23,670
New +$910K 0.01% 658

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

William Blair & Company's DSI Position: Q2 2026 in Review

William Blair & Company increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.1% in Q2 2026, buying an estimated $2.88K and bringing the position to 20,417 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #664.

William Blair & Company first reported a position in DSI in Q2 2016 and has held it in 41 quarters since. The position peaked at $21.6M in Q3 2018. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • William Blair & Company held 20,417 shares of iShares MSCI KLD 400 Social ETF worth $2.91M as of Q2 2026.
  • William Blair & Company bought 21 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.88K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of William Blair & Company's portfolio in Q2 2026, its #664 holding.
  • William Blair & Company first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2016 and has held it in 41 quarters since.
  • William Blair & Company's iShares MSCI KLD 400 Social ETF position peaked at $21.6M in Q3 2018.
  • 632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.