Cerity Partners’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 | $23.3M | Sell |
163,637
-50
| -0% | -$6.85K | 0.03% | 435 |
|
|
2026
Q1 | $19.8M | Buy |
163,687
+29,069
| +22% | +$3.72M | 0.03% | 451 |
|
|
2025
Q4 | $17.3M | Buy |
134,618
+11,102
| +9% | +$1.42M | 0.03% | 451 |
|
|
2025
Q3 | $15.6M | Sell |
123,516
-151,050
| -55% | -$18.3M | 0.03% | 440 |
|
|
2025
Q2 | $31.9M | Sell |
274,566
-17,947
| -6% | -$1.91M | 0.06% | 265 |
|
|
2025
Q1 | $30M | Buy |
292,513
+22,956
| +9% | +$2.5M | 0.06% | 263 |
|
|
2024
Q4 | $29.7M | Buy |
269,557
+5,730
| +2% | +$640K | 0.06% | 243 |
|
|
2024
Q3 | $28.7M | Sell |
263,827
-2,659
| -1% | -$279K | 0.06% | 255 |
|
|
2024
Q2 | $27.7M | Buy |
266,486
+3,574
| +1% | +$358K | 0.07% | 229 |
|
|
2024
Q1 | $26.5M | Sell |
262,912
-7,880
| -3% | -$754K | 0.07% | 247 |
|
|
2023
Q4 | $24.7M | Buy |
270,792
+249,424
| +1,167% | +$21.2M | 0.08% | 216 |
|
|
2023
Q3 | $1.74M | Sell |
21,368
-223,954
| -91% | -$19M | 0.01% | 618 |
|
|
2023
Q2 | $20.6M | Buy |
245,322
+172,623
| +237% | +$13.7M | 0.08% | 224 |
|
|
2023
Q1 | $5.67M | Buy |
72,699
+1,757
| +2% | +$133K | 0.01% | 468 |
|
|
2022
Q4 | $5.09M | Sell |
70,942
-219,116
| -76% | -$15.7M | 0.03% | 358 |
|
|
2022
Q3 | $19.4M | Sell |
290,058
-8,233
| -3% | -$618K | 0.23% | 89 |
|
|
2022
Q2 | $21.4M | Buy |
298,291
+5,825
| +2% | +$454K | 0.24% | 89 |
|
|
2022
Q1 | $25.3M | Buy |
292,466
+271,804
| +1,315% | +$23.3M | 0.39% | 56 |
|
|
2021
Q4 | $1.92M | Buy |
20,662
+14,841
| +255% | +$1.34M | 0.03% | 328 |
|
|
2021
Q3 | $484K | Buy |
5,821
+385
| +7% | +$32.9K | 0.01% | 474 |
|
|
2021
Q2 | $450K | Buy |
5,436
+150
| +3% | +$12.1K | 0.01% | 491 |
|
|
2021
Q1 | $404K | Hold |
5,286
| – | – | 0.01% | 489 |
|
|
2020
Q4 | $378K | Sell |
5,286
-448
| -8% | -$30.4K | 0.01% | 464 |
|
|
2020
Q3 | $367K | Hold |
5,734
| – | – | 0.02% | 368 |
|
|
2020
Q2 | $338K | Buy |
5,734
+180
| +3% | +$10K | 0.02% | 336 |
|
|
2020
Q1 | $270K | Sell |
5,554
-32
| -0.6% | -$1.84K | 0.02% | 360 |
|
|
2019
Q4 | $336K | Hold |
5,586
| – | – | 0.02% | 404 |
|
|
2019
Q3 | $310K | Buy |
5,586
+890
| +19% | +$49.2K | 0.02% | 386 |
|
|
2019
Q2 | $257K | Hold |
4,696
| – | – | 0.02% | 419 |
|
|
2019
Q1 | $248K | Hold |
4,696
| – | – | 0.02% | 457 |
|
|
2018
Q4 | $218K | Buy |
4,696
+282
| +6% | +$13.9K | 0.01% | 467 |
|
|
2018
Q3 | $236K | Hold |
4,414
| – | – | 0.02% | 478 |
|
|
2018
Q2 | $223K | Buy |
4,414
+306
| +7% | +$15.4K | 0.02% | 490 |
|
|
2018
Q1 | $201K | Buy |
+4,108
| New | +$207K | 0.02% | 500 |
|
Other funds holding DSI
IAS
Cerity Partners's DSI Position: Q2 2026 in Review
Cerity Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.03% in Q2 2026, selling an estimated $6.85K and leaving 163,637 shares worth $23.3M. The position accounts for 0.03% of the portfolio, ranked #435.
Cerity Partners first reported a position in DSI in Q1 2018 and has held it in 34 quarters since. The position peaked at $31.9M in Q2 2025. 604 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Cerity Partners held 163,637 shares of iShares MSCI KLD 400 Social ETF worth $23.3M as of Q2 2026.
- Cerity Partners sold 50 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $6.85K.
- iShares MSCI KLD 400 Social ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #435 holding.
- Cerity Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and has held it in 34 quarters since.
- Cerity Partners's iShares MSCI KLD 400 Social ETF position peaked at $31.9M in Q2 2025.
- 604 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.