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Castleview Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-443
Closed -$48.7K – 279
2024
Q4 		$48.7K Hold
443
– – 0.03% 342
2024
Q3 		$48.1K Buy
443
+2
+0.5% +$210 0.03% 325
2024
Q2 		$45.8K Buy
441
+1
+0.2% +$100 0.03% 339
2024
Q1 		$44.4K Buy
440
+1
+0.2% +$96 0.02% 366
2023
Q4 		$40K Buy
+439
New +$37.2K 0.03% 349

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Castleview Partners's DSI Position: Q1 2025 in Review

Castleview Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 443 shares — an estimated $48.7K sold.

Castleview Partners first reported a position in DSI in Q4 2023 and held it in 5 quarters. The position peaked at $48.7K in Q4 2024. 546 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

  • Castleview Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 443 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $48.7K.
  • Castleview Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's iShares MSCI KLD 400 Social ETF position peaked at $48.7K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.