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DSM CAPITAL PARTNERS LLC Historic Quarter Change: USA ETF, Sold Out

DSM CAPITAL PARTNERS LLC historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, DSM CAPITAL PARTNERS LLC opened 9 positions, added to 6, reduced 10 and sold out of 10.

  • Q1 2026: Stock SUSA; Country of operation —; Class ESG OPTIMIZED; Shares before 8,775.
  • Q4 2024: Stock IWF; Country of operation —; Class Exchange Traded Fund; Shares before 532.
  • Q1 2024: Stock IWF; Country of operation —; Class Exchange Traded Fund; Shares before 83,137.
  • Q1 2024: Stock SUSA; Country of operation —; Class Exchange Traded Fund; Shares before 7,940.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1214639), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-12); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2002-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026SUSA
ISHARES TR
ESG OPTIMIZED8,7750-8,775$1,222,752$0-$1,222,7522026-04-29
Q4 2024IWF
iShares Russell 1000 Growth
Exchange Traded Fund5320-532$199,702$0-$199,7022025-01-31
Q1 2024IWF
iShares Russell 1000 Growth
Exchange Traded Fund83,1370-83,137$25,204,644$0-$25,204,6442024-05-13
Q1 2024SUSA
iShares MSCI USA ESG Select Social
Exchange Traded Fund7,9400-7,940$798,049$0-$798,0492024-05-13
Q3 2016IWF
iShares Russell 1000 Growth
Exchange Traded Fund4,4060-4,406$442,000$0-$442,0002016-11-14
Q1 2016IWF
iShares Russell 1000 Growth
Exchange Traded Fund210,6780-210,678$20,959,000$0-$20,959,0002016-05-13
Q3 2015SPY
SPDR S&P 500 ETF
Exchange Traded Fund14,2660-14,266$2,937,000$0-$2,937,0002015-11-13
Q2 2015IWF
iShares Russell 1000 Growth
Exchange Traded Fund8,6940-8,694$860,000$0-$860,0002015-08-13
Q4 2013SPY
SPDR S&P 500 ETF
Exchange Traded Fund12,7760-12,776$2,147,000$0-$2,147,0002014-02-13
Q3 2013IWF
iShares Russell 1000 Growth
ETF3,8690-3,869$281,000$0-$281,0002013-11-13

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