Brown Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.57M Buy
21,240
+14,982
+239% +$1.92M ﹤0.01% 634
2025
Q4
$806K Buy
+6,258
New +$799K ﹤0.01% 909

Other funds holding DSI

Brown Advisory's DSI Position: Q1 2026 in Review

Brown Advisory increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 239% in Q1 2026, buying an estimated $1.92M and bringing the position to 21,240 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Brown Advisory first reported a position in DSI in Q4 2025 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Brown Advisory held 21,240 shares of iShares MSCI KLD 400 Social ETF worth $2.57M as of Q1 2026.
  • Brown Advisory bought 14,982 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $1.92M.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #634 holding.
  • Brown Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 2 quarters since.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.