Brooklyn FI’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Brooklyn FI’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	$653K	Hold	5,390	–	–	0.14%	54
2025 Q4	$694K	Sell	5,390 -778	-13%	-$99.4K	0.15%	53
2025 Q3	$777K	Hold	6,168	–	–	0.17%	51
2025 Q2	$716K	Hold	6,168	–	–	0.18%	48
2025 Q1	$632K	Hold	6,168	–	–	0.19%	41
2024 Q4	$680K	Hold	6,168	–	–	0.23%	39
2024 Q3	$671K	Hold	6,168	–	–	0.24%	37
2024 Q2	$641K	Sell	6,168 -46	-0.7%	-$4.6K	0.25%	39
2024 Q1	$626K	Sell	6,214 -560	-8%	-$53.6K	0.26%	37
2023 Q4	$617K	Hold	6,774	–	–	0.29%	36
2023 Q3	$551K	Hold	6,774	–	–	0.3%	34
2023 Q2	$570K	Sell	6,774 -58	-0.8%	-$4.61K	0.31%	34
2023 Q1	$635K	Buy	6,832 +6,611	+2,991%	+$499K	0.59%	26
2022 Q4	$486K	Sell	221 -6,553	-97%	-$471K	0.35%	33
2022 Q3	$454K	Buy	6,774 +6,476	+2,173%	+$486K	0.39%	31
2022 Q2	$492K	Sell	298 -6,534	-96%	-$509K	0.49%	29
2022 Q1	$592K	Hold	6,832	–	–	0.51%	27
2021 Q4	$635K	Buy	+6,832	New	+$616K	0.6%	26

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Brooklyn FI's DSI Position: Q1 2026 in Review

Brooklyn FI held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 5,390 shares worth $653K. The position accounts for 0.14% of the portfolio, ranked #54.

Brooklyn FI first reported a position in DSI in Q4 2021 and has held it in 18 quarters since. The position peaked at $777K in Q3 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Brooklyn FI held 5,390 shares of iShares MSCI KLD 400 Social ETF worth $653K as of Q1 2026.
Brooklyn FI left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.14% of Brooklyn FI's portfolio in Q1 2026, its #54 holding.
Brooklyn FI first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 18 quarters since.
Brooklyn FI's iShares MSCI KLD 400 Social ETF position peaked at $777K in Q3 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.