Boston Trust Walden’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Boston Trust Walden’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	$2.71M	Hold	19,003	–	–	0.02%	250
2026 Q1	$2.3M	Hold	19,003	–	–	0.02%	256
2025 Q4	$2.45M	Hold	19,003	–	–	0.02%	246
2025 Q3	$2.39M	Hold	19,003	–	–	0.02%	243
2025 Q2	$2.21M	Sell	19,003 -64	-0.3%	-$6.82K	0.02%	246
2025 Q1	$1.95M	Sell	19,067 -30	-0.2%	-$3.27K	0.01%	250
2024 Q4	$2.11M	Hold	19,097	–	–	0.01%	250
2024 Q3	$2.08M	Hold	19,097	–	–	0.01%	249
2024 Q2	$1.98M	Hold	19,097	–	–	0.01%	248
2024 Q1	$1.93M	Hold	19,097	–	–	0.01%	249
2023 Q4	$1.74M	Buy	19,097 +14	+0.1%	+$1.19K	0.01%	254
2023 Q3	$1.55M	Hold	19,083	–	–	0.01%	255
2023 Q2	$1.61M	Sell	19,083 -78	-0.4%	-$6.2K	0.01%	255
2023 Q1	$1.49M	Sell	19,161 -30	-0.2%	-$2.27K	0.01%	254
2022 Q4	$1.38M	Buy	19,191 +835	+5%	+$60K	0.01%	262
2022 Q3	$1.23M	Hold	18,356	–	–	0.01%	261
2022 Q2	$1.32M	Hold	18,356	–	–	0.01%	263
2022 Q1	$1.59M	Sell	18,356 -5,718	-24%	-$490K	0.01%	263
2021 Q4	$2.24M	Hold	24,074	–	–	0.02%	261
2021 Q3	$2M	Hold	24,074	–	–	0.02%	257
2021 Q2	$1.99M	Sell	24,074 -400	-2%	-$32.2K	0.02%	262
2021 Q1	$1.87M	Hold	24,474	–	–	0.02%	261
2020 Q4	$1.75M	Buy	24,474 +9,578	+64%	+$649K	0.02%	264
2020 Q3	$953K	Hold	14,896	–	–	0.01%	286
2020 Q2	$879K	Hold	14,896	–	–	0.01%	289
2020 Q1	$725K	Sell	14,896 -90	-0.6%	-$5.17K	0.01%	285
2019 Q4	$900K	Sell	14,986 -900	-6%	-$51.7K	0.01%	297
2019 Q3	$881K	Buy	15,886 +2,126	+15%	+$117K	0.01%	292
2019 Q2	$752K	Sell	13,760 -2,092	-13%	-$112K	0.01%	307
2019 Q1	$836K	Sell	15,852 -1,200	-7%	-$60.9K	0.01%	307
2018 Q4	$793K	Buy	17,052 +10,118	+146%	+$500K	0.01%	306
2018 Q3	$370K	Hold	6,934	–	–	0.01%	346
2018 Q2	$350K	Sell	6,934 -20	-0.3%	-$1K	0.01%	351
2018 Q1	$340K	Hold	6,954	–	–	0.01%	354
2017 Q4	$342K	Hold	6,954	–	–	0.01%	351
2017 Q3	$323K	Buy	+6,954	New	+$316K	0.01%	354

Other funds holding DSI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Boston Trust Walden's DSI Position: Q2 2026 in Review

Boston Trust Walden held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 19,003 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #250.

Boston Trust Walden first reported a position in DSI in Q3 2017 and has held it in 36 quarters since. 279 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Boston Trust Walden held 19,003 shares of iShares MSCI KLD 400 Social ETF worth $2.71M as of Q2 2026.
Boston Trust Walden left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.02% of Boston Trust Walden's portfolio in Q2 2026, its #250 holding.
Boston Trust Walden first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2017 and has held it in 36 quarters since.
279 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.