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Bigelow Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bigelow Investment Advisors’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 		$657K Sell
4,614
-12
-0.3% -$1.65K 0.24% 101
2026
Q1 		$561K Sell
4,626
-537
-10% -$68.7K 0.22% 101
2025
Q4 		$665K Sell
5,163
-272
-5% -$34.7K 0.26% 92
2025
Q3 		$685K Sell
5,435
-739
-12% -$89.4K 0.28% 90
2025
Q2 		$717K Sell
6,174
-194
-3% -$20.7K 0.32% 84
2025
Q1 		$652K Sell
6,368
-630
-9% -$68.7K 0.31% 87
2024
Q4 		$772K Sell
6,998
-1,038
-13% -$116K 0.36% 81
2024
Q3 		$874K Sell
8,036
-363
-4% -$38.1K 0.39% 78
2024
Q2 		$872K Sell
8,399
-344
-4% -$34.4K 0.42% 69
2024
Q1 		$881K Sell
8,743
-43
-0.5% -$4.11K 0.43% 71
2023
Q4 		$800K Sell
8,786
-444
-5% -$37.7K 0.43% 70
2023
Q3 		$751K Buy
9,230
+79
+0.9% +$6.7K 0.43% 73
2023
Q2 		$770K Buy
9,151
+128
+1% +$10.2K 0.42% 74
2023
Q1 		$704K Sell
9,023
-2,143
-19% -$162K 0.41% 78
2022
Q4 		$802K Buy
11,166
+1,059
+10% +$76.1K 0.47% 68
2022
Q3 		$677K Buy
10,107
+171
+2% +$12.8K 0.4% 69
2022
Q2 		$714K Sell
9,936
-623
-6% -$48.5K 0.39% 68
2022
Q1 		$915K Buy
10,559
+1,221
+13% +$105K 0.43% 61
2021
Q4 		$868K Buy
9,338
+1,240
+15% +$112K 0.39% 66
2021
Q3 		$674K Buy
8,098
+582
+8% +$49.8K 0.33% 74
2021
Q2 		$623K Hold
7,516
– – 0.3% 86
2021
Q1 		$574K Buy
7,516
+1,040
+16% +$77K 0.29% 88
2020
Q4 		$463K Buy
6,476
+354
+6% +$24K 0.25% 96
2020
Q3 		$392K Buy
6,122
+962
+19% +$60.7K 0.23% 102
2020
Q2 		$304K Buy
5,160
+320
+7% +$17.8K 0.2% 113
2020
Q1 		$236K Buy
4,840
+320
+7% +$18.4K 0.18% 124
2019
Q4 		$271K Hold
4,520
– – 0.16% 135
2019
Q3 		$251K Buy
4,520
+490
+12% +$27.1K 0.16% 136
2019
Q2 		$220K Buy
4,030
+170
+4% +$9.13K 0.15% 142
2019
Q1 		$204K Buy
+3,860
New +$196K 0.14% 149

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 22.9% 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

Bigelow Investment Advisors's DSI Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.26% in Q2 2026, selling an estimated $1.65K and leaving 4,614 shares worth $657K. The position accounts for 0.24% of the portfolio, ranked #101.

Bigelow Investment Advisors first reported a position in DSI in Q1 2019 and has held it in 30 quarters since. The position peaked at $915K in Q1 2022. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Bigelow Investment Advisors held 4,614 shares of iShares MSCI KLD 400 Social ETF worth $657K as of Q2 2026.
  • Bigelow Investment Advisors sold 12 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.65K.
  • iShares MSCI KLD 400 Social ETF made up 0.24% of Bigelow Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Bigelow Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 30 quarters since.
  • Bigelow Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $915K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.