Cadia Private Client’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
IAS
Cadia Private Client's DSI Position: Q2 2026 in Review
Cadia Private Client increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.18% in Q2 2026, buying an estimated $1.37K and bringing the position to 5,445 shares worth $775K. The position accounts for 0.56% of the portfolio, ranked #36.
Cadia Private Client first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Cadia Private Client held 5,445 shares of iShares MSCI KLD 400 Social ETF worth $775K as of Q2 2026.
- Cadia Private Client bought 10 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.37K.
- iShares MSCI KLD 400 Social ETF made up 0.56% of Cadia Private Client's portfolio in Q2 2026, its #36 holding.
- Cadia Private Client first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
- 632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.