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

CRA 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 Q2	$312K	Hold	2,193	–	–	0.04%	253
2026 Q1	$266K	Hold	2,193	–	–	0.03%	256
2025 Q4	$283K	Hold	2,193	–	–	0.04%	242
2025 Q3	$276K	Sell	2,193 -82	-4%	-$9.91K	0.04%	244
2025 Q2	$264K	Hold	2,275	–	–	0.04%	230
2025 Q1	$233K	Sell	2,275 -133	-6%	-$14.5K	0.04%	240
2024 Q4	$265K	Hold	2,408	–	–	0.05%	213
2024 Q3	$262K	Hold	2,408	–	–	0.05%	213
2024 Q2	$250K	Hold	2,408	–	–	0.05%	208
2024 Q1	$243K	Hold	2,408	–	–	0.05%	212
2023 Q4	$219K	Buy	+2,408	New	+$204K	0.05%	204
2023 Q3	–	Sell	-2,408	Closed	-$203K	–	205
2023 Q2	$203K	Buy	+2,408	New	+$191K	0.05%	203
2022 Q3	–	Sell	-3,234	Closed	-$233K	–	195
2022 Q2	$233K	Sell	3,234 -1,040	-24%	-$81K	0.08%	169
2022 Q1	$370K	Hold	4,274	–	–	0.11%	129
2021 Q4	$397K	Hold	4,274	–	–	0.12%	127
2021 Q3	$356K	Hold	4,274	–	–	0.12%	129
2021 Q2	$354K	Hold	4,274	–	–	0.12%	124
2021 Q1	$326K	Sell	4,274 -333	-7%	-$24.7K	0.13%	118
2020 Q4	$330K	Sell	4,607 -1	-0%	-$68	0.14%	109
2020 Q3	$295K	Hold	4,608	–	–	0.14%	109
2020 Q2	$272K	Hold	4,608	–	–	0.14%	107
2020 Q1	$224K	Hold	4,608	–	–	0.14%	114
2019 Q4	$277K	Hold	4,608	–	–	0.15%	113
2019 Q3	$256K	Hold	4,608	–	–	0.15%	116
2019 Q2	$252K	Hold	4,608	–	–	0.15%	120
2019 Q1	$243K	Hold	4,608	–	–	0.16%	121
2018 Q4	$214K	Buy	+4,608	New	+$228K	0.15%	122

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

CRA Financial Services's DSI Position: Q2 2026 in Review

CRA Financial Services held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 2,193 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #253.

CRA Financial Services first reported a position in DSI in Q4 2018 and has held it in 27 quarters since. The position peaked at $397K in Q4 2021. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

CRA Financial Services held 2,193 shares of iShares MSCI KLD 400 Social ETF worth $312K as of Q2 2026.
CRA Financial Services left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.04% of CRA Financial Services's portfolio in Q2 2026, its #253 holding.
CRA Financial Services first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and has held it in 27 quarters since.
CRA Financial Services's iShares MSCI KLD 400 Social ETF position peaked at $397K in Q4 2021.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.