Zenith Solutions
DSI icon

Zenith Solutions’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Zenith Solutions’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
Q3 		$978K Buy
6,688
+592
+10% +$85.5K 0.87% 35
2026
Q2 		$868K Buy
+6,096
New +$835K 0.79% 36

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

Zenith Solutions's DSI Position: Q3 2026 in Review

Zenith Solutions increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 9.7% in Q3 2026, buying an estimated $85.5K and bringing the position to 6,688 shares worth $978K. The position accounts for 0.87% of the portfolio, ranked #35.

Zenith Solutions first reported a position in DSI in Q2 2026 and has held it in 2 quarters since. 571 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Zenith Solutions held 6,688 shares of iShares MSCI KLD 400 Social ETF worth $978K as of Q3 2026.
  • Zenith Solutions bought 592 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $85.5K.
  • iShares MSCI KLD 400 Social ETF made up 0.87% of Zenith Solutions's portfolio in Q3 2026, its #35 holding.
  • Zenith Solutions first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2026 and has held it in 2 quarters since.
  • 571 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.