Baird Financial Group
DSI icon

Baird Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Baird Financial Group’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
Q1 		$764K Sell
6,302
-197
-3% -$25.2K ﹤0.01% 1341
2025
Q4 		$837K Sell
6,499
-3,094
-32% -$395K ﹤0.01% 1303
2025
Q3 		$1.21M Sell
9,593
-498
-5% -$60.2K ﹤0.01% 1200
2025
Q2 		$1.17M Buy
10,091
+762
+8% +$81.1K ﹤0.01% 1173
2025
Q1 		$955K Sell
9,329
-495
-5% -$54K ﹤0.01% 1195
2024
Q4 		$1.08M Sell
9,824
-486
-5% -$54.3K ﹤0.01% 1160
2024
Q3 		$1.12M Sell
10,310
-633
-6% -$66.4K ﹤0.01% 1140
2024
Q2 		$1.14M Buy
10,943
+138
+1% +$13.8K ﹤0.01% 1127
2024
Q1 		$1.09M Sell
10,805
-62
-0.6% -$5.93K ﹤0.01% 1141
2023
Q4 		$989K Buy
10,867
+173
+2% +$14.7K ﹤0.01% 1140
2023
Q3 		$871K Sell
10,694
-121
-1% -$10.3K ﹤0.01% 1156
2023
Q2 		$910K Sell
10,815
-513
-5% -$40.8K ﹤0.01% 1143
2023
Q1 		$883K Buy
11,328
+53
+0.5% +$4K ﹤0.01% 1128
2022
Q4 		$809K Sell
11,275
-1,048
-9% -$75.3K ﹤0.01% 1125
2022
Q3 		$825K Sell
12,323
-3
-0% -$225 ﹤0.01% 1109
2022
Q2 		$886K Sell
12,326
-442
-3% -$34.4K ﹤0.01% 1127
2022
Q1 		$1.11M Buy
12,768
+19
+0.1% +$1.63K ﹤0.01% 1103
2021
Q4 		$1.19M Buy
12,749
+96
+0.8% +$8.65K ﹤0.01% 1139
2021
Q3 		$1.05M Sell
12,653
-149
-1% -$12.7K ﹤0.01% 1185
2021
Q2 		$1.06M Buy
12,802
+115
+0.9% +$9.25K ﹤0.01% 1159
2021
Q1 		$969K Buy
12,687
+1,990
+19% +$147K ﹤0.01% 1141
2020
Q4 		$765K Buy
10,697
+431
+4% +$29.2K ﹤0.01% 1102
2020
Q3 		$657K Sell
10,266
-402
-4% -$25.4K ﹤0.01% 1076
2020
Q2 		$630K Hold
10,668
– – ﹤0.01% 1083
2020
Q1 		$519K Buy
10,668
+970
+10% +$55.7K ﹤0.01% 1051
2019
Q4 		$583K Sell
9,698
-142
-1% -$8.16K ﹤0.01% 1127
2019
Q3 		$546K Sell
9,840
-470
-5% -$26K ﹤0.01% 1140
2019
Q2 		$564K Sell
10,310
-1,378
-12% -$74K ﹤0.01% 1151
2019
Q1 		$616K Sell
11,688
-3,538
-23% -$179K ﹤0.01% 973
2018
Q4 		$708K Buy
15,226
+996
+7% +$49.3K ﹤0.01% 893
2018
Q3 		$762K Buy
14,230
+144
+1% +$7.58K ﹤0.01% 921
2018
Q2 		$711K Sell
14,086
-492
-3% -$24.7K ﹤0.01% 918
2018
Q1 		$712K Buy
14,578
+6,006
+70% +$303K 0.01% 917
2017
Q4 		$421K Buy
8,572
+4,102
+92% +$197K ﹤0.01% 1054
2017
Q3 		$208K Buy
+4,470
New +$203K ﹤0.01% 1175

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Baird Financial Group's DSI Position: Q1 2026 in Review

Baird Financial Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3% in Q1 2026, selling an estimated $25.2K and leaving 6,302 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Baird Financial Group first reported a position in DSI in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.21M in Q3 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Baird Financial Group held 6,302 shares of iShares MSCI KLD 400 Social ETF worth $764K as of Q1 2026.
  • Baird Financial Group sold 197 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $25.2K.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1341 holding.
  • Baird Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2017 and has held it in 35 quarters since.
  • Baird Financial Group's iShares MSCI KLD 400 Social ETF position peaked at $1.21M in Q3 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.