Chicago Partners Investment Group’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 | $3.1M | Buy |
22,509
+33
| +0.1% | +$4.52K | 0.06% | 261 |
|
|
2026
Q1 | $3M | Sell |
22,476
-39
| -0.2% | -$4.99K | 0.07% | 249 |
|
|
2025
Q4 | $2.96M | Sell |
22,515
-397
| -2% | -$50.7K | 0.07% | 229 |
|
|
2025
Q3 | $2.99M | Sell |
22,912
-566
| -2% | -$68.4K | 0.08% | 215 |
|
|
2025
Q2 | $2.82M | Buy |
23,478
+65
| +0.3% | +$6.92K | 0.08% | 209 |
|
|
2025
Q1 | $2.44M | Buy |
23,413
+53
| +0.2% | +$5.78K | 0.08% | 208 |
|
|
2024
Q4 | $2.59M | Sell |
23,360
-357
| -2% | -$39.9K | 0.09% | 192 |
|
|
2024
Q3 | $2.59M | Buy |
23,717
+54
| +0.2% | +$5.66K | 0.09% | 180 |
|
|
2024
Q2 | $2.43M | Sell |
23,663
-263
| -1% | -$26.3K | 0.09% | 191 |
|
|
2024
Q1 | $2.31M | Buy |
23,926
+62
| +0.3% | +$5.93K | 0.1% | 188 |
|
|
2023
Q4 | $2.23M | Buy |
23,864
+83
| +0.3% | +$7.04K | 0.1% | 181 |
|
|
2023
Q3 | $1.9M | Buy |
23,781
+65
| +0.3% | +$5.51K | 0.1% | 189 |
|
|
2023
Q2 | $2.03M | Buy |
23,716
+12,204
| +106% | +$970K | 0.11% | 182 |
|
|
2023
Q1 | $893K | Buy |
11,512
+20
| +0.2% | +$1.51K | 0.05% | 279 |
|
|
2022
Q4 | $905K | Sell |
11,492
-422
| -4% | -$30.3K | 0.06% | 278 |
|
|
2022
Q3 | $842K | Buy |
11,914
+29
| +0.2% | +$2.18K | 0.06% | 260 |
|
|
2022
Q2 | $929K | Buy |
11,885
+17
| +0.1% | +$1.32K | 0.07% | 238 |
|
|
2022
Q1 | $883K | Buy |
11,868
+15
| +0.1% | +$1.29K | 0.07% | 221 |
|
|
2021
Q4 | $1M | Buy |
11,853
+17
| +0.1% | +$1.53K | 0.07% | 220 |
|
|
2021
Q3 | $1.09M | Buy |
11,836
+20
| +0.2% | +$1.71K | 0.08% | 211 |
|
|
2021
Q2 | $1.01M | Buy |
11,816
+89
| +0.8% | +$7.16K | 0.07% | 209 |
|
|
2021
Q1 | $947K | Sell |
11,727
-591
| -5% | -$43.8K | 0.08% | 203 |
|
|
2020
Q4 | $900K | Buy |
12,318
+118
| +1% | +$8K | 0.09% | 192 |
|
|
2020
Q3 | $786K | Buy |
12,200
+24
| +0.2% | +$1.51K | 0.09% | 171 |
|
|
2020
Q2 | $752K | Buy |
12,176
+20
| +0.2% | +$1.11K | 0.09% | 169 |
|
|
2020
Q1 | $658K | Buy |
12,156
+36
| +0.3% | +$2.07K | 0.1% | 156 |
|
|
2019
Q4 | $752K | Buy |
12,120
+418
| +4% | +$24K | 0.09% | 165 |
|
|
2019
Q3 | $654K | Buy |
11,702
+1,150
| +11% | +$63.5K | 0.09% | 169 |
|
|
2019
Q2 | $587K | Buy |
10,552
+20
| +0.2% | +$1.07K | 0.08% | 170 |
|
|
2019
Q1 | $572K | Buy |
10,532
+24
| +0.2% | +$1.22K | 0.08% | 166 |
|
|
2018
Q4 | $508K | Sell |
10,508
-892
| -8% | -$44.1K | 0.08% | 182 |
|
|
2018
Q3 | $546K | Buy |
11,400
+2,392
| +27% | +$126K | 0.08% | 176 |
|
|
2018
Q2 | $455K | Buy |
9,008
+2,720
| +43% | +$137K | 0.07% | 182 |
|
|
2018
Q1 | $307K | Buy |
+6,288
| New | +$317K | 0.05% | 211 |
|
Other funds holding DSI
IAS
Chicago Partners Investment Group's DSI Position: Q2 2026 in Review
Chicago Partners Investment Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.15% in Q2 2026, buying an estimated $4.52K and bringing the position to 22,509 shares worth $3.1M. The position accounts for 0.06% of the portfolio, ranked #261.
Chicago Partners Investment Group first reported a position in DSI in Q1 2018 and has held it in 34 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Chicago Partners Investment Group held 22,509 shares of iShares MSCI KLD 400 Social ETF worth $3.1M as of Q2 2026.
- Chicago Partners Investment Group bought 33 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $4.52K.
- iShares MSCI KLD 400 Social ETF made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #261 holding.
- Chicago Partners Investment Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and has held it in 34 quarters since.
- 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.