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

Baron 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
Q2 		$209K Buy
+1,465
New +$201K 0.1% 55
2026
Q1 		– Sell
-1,565
Closed -$202K – 55
2025
Q4 		$202K Buy
+1,565
New +$200K 0.11% 55
2025
Q1 		– Sell
-1,880
Closed -$207K – 49
2024
Q4 		$207K Sell
1,880
-50
-3% -$5.59K 0.13% 49
2024
Q3 		$210K Sell
1,930
-10
-0.5% -$1.05K 0.13% 46
2024
Q2 		$201K Sell
1,940
-170
-8% -$17K 0.13% 46
2024
Q1 		$213K Sell
2,110
-135
-6% -$12.9K 0.13% 50
2023
Q4 		$204K Buy
+2,245
New +$190K 0.13% 51
2023
Q3 		– Sell
-2,525
Closed -$213K – 51
2023
Q2 		$213K Sell
2,525
-255
-9% -$20.3K 0.13% 50
2023
Q1 		$217K Sell
2,780
-20,970
-88% -$1.58M 0.14% 50
2022
Q4 		$1.71M Sell
23,750
-645
-3% -$46.4K 1.13% 27
2022
Q3 		$1.63M Buy
24,395
+265
+1% +$19.9K 1.1% 29
2022
Q2 		$1.73M Buy
24,130
+2,480
+11% +$193K 1.15% 24
2022
Q1 		$1.88M Buy
21,650
+685
+3% +$58.7K 1.09% 24
2021
Q4 		$1.95M Sell
20,965
-10
-0% -$902 1.1% 26
2021
Q3 		$1.75M Sell
20,975
-110
-0.5% -$9.4K 1.06% 26
2021
Q2 		$1.75M Buy
21,085
+655
+3% +$52.7K 1.09% 26
2021
Q1 		$1.56M Buy
20,430
+1,920
+10% +$142K 1.07% 25
2020
Q4 		$1.32M Buy
18,510
+720
+4% +$48.8K 1.06% 24
2020
Q3 		$1.14M Buy
+17,790
New +$1.12M 1.07% 23

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Baron Financial Group's DSI Position: Q2 2026 in Review

Baron Financial Group opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,465 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #55 among its holdings. This is a return to the name: Baron Financial Group previously reported a position in DSI as recently as Q4 2025.

Baron Financial Group first reported a position in DSI in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.95M in Q4 2021. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Baron Financial Group held 1,465 shares of iShares MSCI KLD 400 Social ETF worth $209K as of Q2 2026.
  • iShares MSCI KLD 400 Social ETF was a new Baron Financial Group position in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.1% of Baron Financial Group's portfolio in Q2 2026, its #55 holding.
  • Baron Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2020 and has held it in 19 quarters since.
  • Baron Financial Group's iShares MSCI KLD 400 Social ETF position peaked at $1.95M in Q4 2021.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.