BOLTON SECURITIES CORPORATION’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$17M	Buy	+165,552	New	+$18.1M	1%	11

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DSI Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025: 165,552 shares worth $17M. The stake represents 1% of the portfolio and ranks #11 among its holdings.

549 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

BOLTON SECURITIES CORPORATION held 165,552 shares of iShares MSCI KLD 400 Social ETF worth $17M as of Q1 2025.
iShares MSCI KLD 400 Social ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares MSCI KLD 400 Social ETF made up 1% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #11 holding.
549 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.