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Zevin Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Zevin Asset 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
2025
Q3 		– Sell
-2,003
Closed -$233K – 99
2025
Q2 		$233K Sell
2,003
-344
-15% -$36.6K 0.03% 81
2025
Q1 		$240K Sell
2,347
-449
-16% -$49K 0.04% 75
2024
Q4 		$308K Buy
2,796
+561
+25% +$62.7K 0.05% 68
2024
Q3 		$243K Hold
2,235
– – 0.04% 72
2024
Q2 		$232K Sell
2,235
-1
-0% -$100 0.04% 68
2024
Q1 		$225K Sell
2,236
-201
-8% -$19.2K 0.04% 77
2023
Q4 		$222K Buy
+2,437
New +$207K 0.04% 84
2023
Q3 		– Sell
-2,437
Closed -$205K – 88
2023
Q2 		$205K Sell
2,437
-312
-11% -$24.8K 0.04% 77
2023
Q1 		$214K Buy
+2,749
New +$208K 0.04% 75
2022
Q3 		– Sell
-2,850
Closed -$205K – 78
2022
Q2 		$205K Hold
2,850
– – 0.05% 77
2022
Q1 		$247K Sell
2,850
-378
-12% -$32.4K 0.05% 75
2021
Q4 		$300K Hold
3,228
– – 0.05% 76
2021
Q3 		$269K Hold
3,228
– – 0.05% 80
2021
Q2 		$267K Buy
3,228
+85
+3% +$6.84K 0.05% 86
2021
Q1 		$240K Sell
3,143
-235
-7% -$17.4K 0.05% 82
2020
Q4 		$242K Sell
3,378
-978
-22% -$66.3K 0.06% 75
2020
Q3 		$279K Buy
4,356
+30
+0.7% +$1.89K 0.08% 70
2020
Q2 		$255K Hold
4,326
– – 0.08% 69
2020
Q1 		$211K Buy
+4,326
New +$248K 0.08% 73
2018
Q3 		– Sell
-4,480
Closed -$226K – 103
2018
Q2 		$226K Sell
4,480
-4,670
-51% -$234K 0.07% 93
2018
Q1 		$447K Sell
9,150
-1,450
-14% -$73.2K 0.12% 88
2017
Q4 		$521K Sell
10,600
-5,140
-33% -$247K 0.12% 93
2017
Q3 		$731K Sell
15,740
-15,710
-50% -$715K 0.17% 77
2017
Q2 		$1.41M Sell
31,450
-35,050
-53% -$1.55M 0.35% 57
2017
Q1 		$2.88M Sell
66,500
-217,370
-77% -$9.3M 0.73% 37
2016
Q4 		$11.7M Buy
+283,870
New +$11.5M 3.05% 7

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Zevin Asset Management's DSI Position: Q3 2025 in Review

Zevin Asset Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2025, closing a stake of 2,003 shares — an estimated $233K sold.

Zevin Asset Management first reported a position in DSI in Q4 2016 and held it in 26 quarters. The position peaked at $11.7M in Q4 2016. 560 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

  • Zevin Asset Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2025 after selling out during the quarter.
  • Zevin Asset Management sold 2,003 iShares MSCI KLD 400 Social ETF shares in Q3 2025, an estimated $233K.
  • Zevin Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2016 and held it in 26 quarters.
  • Zevin Asset Management's iShares MSCI KLD 400 Social ETF position peaked at $11.7M in Q4 2016.
  • 560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Zevin Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.