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
Q2
$2.99M Sell
21,025
-215
-1% -$29.5K ﹤0.01% 650
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: Q2 2026 in Review

Brown Advisory reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1% in Q2 2026, selling an estimated $29.5K and leaving 21,025 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Brown Advisory first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Brown Advisory held 21,025 shares of iShares MSCI KLD 400 Social ETF worth $2.99M as of Q2 2026.
  • Brown Advisory sold 215 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $29.5K.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #650 holding.
  • Brown Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.