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Claro Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Claro Advisors’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
Q2 		– Sell
-2,245
Closed -$230K – 410
2025
Q1 		$230K Sell
2,245
-134
-6% -$14.6K 0.03% 446
2024
Q4 		$262K Sell
2,379
-29
-1% -$3.24K 0.04% 392
2024
Q3 		$262K Sell
2,408
-257
-10% -$26.9K 0.03% 417
2024
Q2 		$277K Buy
2,665
+153
+6% +$15.3K 0.04% 340
2024
Q1 		$253K Buy
+2,512
New +$240K 0.04% 355
2019
Q1 		– Sell
-36
Closed -$2K – 353
2018
Q4 		$2K Buy
+36
New +$1.78K ﹤0.01% 909

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Claro Advisors's DSI Position: Q2 2025 in Review

Claro Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2025, closing a stake of 2,245 shares — an estimated $230K sold.

Claro Advisors first reported a position in DSI in Q4 2018 and held it in 6 quarters. The position peaked at $277K in Q2 2024. 561 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

  • Claro Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 2,245 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $230K.
  • Claro Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and held it in 6 quarters.
  • Claro Advisors's iShares MSCI KLD 400 Social ETF position peaked at $277K in Q2 2024.
  • 561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.