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Coordinated Financial Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Coordinated Financial Services’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
2026
Q1 		– Sell
-3,994
Closed -$515K – 180
2025
Q4 		$515K Hold
3,994
– – 0.3% 96
2025
Q3 		$503K Buy
3,994
+38
+1% +$4.59K 0.32% 92
2025
Q2 		$460K Hold
3,956
– – 0.32% 88
2025
Q1 		$405K Hold
3,956
– – 0.31% 89
2024
Q4 		$436K Buy
+3,956
New +$442K 0.34% 84

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Coordinated Financial Services's DSI Position: Q1 2026 in Review

Coordinated Financial Services sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 3,994 shares — an estimated $515K sold.

Coordinated Financial Services first reported a position in DSI in Q4 2024 and held it in 5 quarters. The position peaked at $515K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Coordinated Financial Services reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
  • Coordinated Financial Services sold 3,994 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $515K.
  • Coordinated Financial Services first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and held it in 5 quarters.
  • Coordinated Financial Services's iShares MSCI KLD 400 Social ETF position peaked at $515K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.