Creative Financial Designs’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
Q1 | $91.7K | Buy |
757
+25
| +3% | +$3.2K | 0.01% | 709 |
|
|
2025
Q4 | $94.3K | Sell |
732
-63
| -8% | -$8.05K | 0.01% | 672 |
|
|
2025
Q3 | $100K | Sell |
795
-1,512
| -66% | -$183K | 0.01% | 647 |
|
|
2025
Q2 | $268K | Sell |
2,307
-314
| -12% | -$33.4K | 0.02% | 428 |
|
|
2025
Q1 | $268K | Sell |
2,621
-207
| -7% | -$22.6K | 0.02% | 384 |
|
|
2024
Q4 | $312K | Sell |
2,828
-248
| -8% | -$27.7K | 0.03% | 361 |
|
|
2024
Q3 | $335K | Sell |
3,076
-102
| -3% | -$10.7K | 0.03% | 347 |
|
|
2024
Q2 | $330K | Buy |
3,178
+187
| +6% | +$18.7K | 0.03% | 336 |
|
|
2024
Q1 | $302K | Sell |
2,991
-272
| -8% | -$26K | 0.03% | 337 |
|
|
2023
Q4 | $297K | Sell |
3,263
-29
| -0.9% | -$2.46K | 0.03% | 311 |
|
|
2023
Q3 | $268K | Sell |
3,292
-1,033
| -24% | -$87.6K | 0.03% | 291 |
|
|
2023
Q2 | $364K | Sell |
4,325
-553
| -11% | -$44K | 0.04% | 251 |
|
|
2023
Q1 | $380K | Buy |
4,878
+460
| +10% | +$34.8K | 0.05% | 242 |
|
|
2022
Q4 | $317K | Buy |
4,418
+4
| +0.1% | +$287 | 0.05% | 256 |
|
|
2022
Q3 | $296K | Buy |
4,414
+2,110
| +92% | +$158K | 0.05% | 245 |
|
|
2022
Q2 | $166K | Buy |
2,304
+57
| +3% | +$4.44K | 0.03% | 331 |
|
|
2022
Q1 | $195K | Buy |
2,247
+576
| +34% | +$49.4K | 0.03% | 308 |
|
|
2021
Q4 | $155K | Buy |
1,671
+1,182
| +242% | +$107K | 0.02% | 353 |
|
|
2021
Q3 | $41K | Sell |
489
-807
| -62% | -$69K | 0.01% | 659 |
|
|
2021
Q2 | $107K | Sell |
1,296
-250
| -16% | -$20.1K | 0.02% | 431 |
|
|
2021
Q1 | $118K | Sell |
1,546
-1,128
| -42% | -$83.5K | 0.02% | 381 |
|
|
2020
Q4 | $191K | Buy |
2,674
+136
| +5% | +$9.21K | 0.04% | 259 |
|
|
2020
Q3 | $162K | Buy |
+2,538
| New | +$160K | 0.04% | 266 |
|
|
2019
Q4 | – | Sell |
-256
| Closed | -$14.7K | – | 556 |
|
|
2019
Q3 | $14K | Sell |
256
-24
| -9% | -$1.33K | 0.01% | 370 |
|
|
2019
Q2 | $16K | Buy |
280
+200
| +250% | +$10.7K | 0.01% | 350 |
|
|
2019
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 456 |
|
|
2018
Q4 | $4K | Sell |
80
-200
| -71% | -$9.89K | ﹤0.01% | 448 |
|
|
2018
Q3 | $15K | Buy |
280
+200
| +250% | +$10.5K | 0.01% | 379 |
|
|
2018
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 571 |
|
|
2018
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 512 |
|
|
2017
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 519 |
|
|
2017
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 533 |
|
|
2017
Q2 | $4K | Buy |
+80
| New | +$3.54K | ﹤0.01% | 547 |
|
Other funds holding DSI
IAS
Creative Financial Designs's DSI Position: Q1 2026 in Review
Creative Financial Designs increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.4% in Q1 2026, buying an estimated $3.2K and bringing the position to 757 shares worth $91.7K. The position accounts for 0.01% of the portfolio, ranked #709.
Creative Financial Designs first reported a position in DSI in Q2 2017 and has held it in 33 quarters since. The position peaked at $380K in Q1 2023. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.
- Creative Financial Designs held 757 shares of iShares MSCI KLD 400 Social ETF worth $91.7K as of Q1 2026.
- Creative Financial Designs bought 25 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $3.2K.
- iShares MSCI KLD 400 Social ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #709 holding.
- Creative Financial Designs first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2017 and has held it in 33 quarters since.
- Creative Financial Designs's iShares MSCI KLD 400 Social ETF position peaked at $380K in Q1 2023.
- 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.