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Financial Counselors Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Financial Counselors Inc’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
-6,118
Closed -$627K – 164
2025
Q1 		$627K Sell
6,118
-1,606
-21% -$175K 0.01% 384
2024
Q4 		$852K Sell
7,724
-182
-2% -$20.3K 0.01% 349
2024
Q3 		$860K Buy
7,906
+26
+0.3% +$2.73K 0.01% 362
2024
Q2 		$818K Buy
7,880
+1,500
+24% +$150K 0.01% 345
2024
Q1 		$643K Sell
6,380
-23
-0.4% -$2.2K 0.01% 379
2023
Q4 		$583K Buy
6,403
+997
+18% +$84.6K 0.01% 381
2023
Q3 		$440K Hold
5,406
– – 0.01% 410
2023
Q2 		$455K Sell
5,406
-283
-5% -$22.5K 0.01% 371
2023
Q1 		$444K Buy
5,689
+65
+1% +$4.91K 0.01% 373
2022
Q4 		$404K Buy
+5,624
New +$404K 0.01% 391
2022
Q2 		– Sell
-2,373
Closed -$206K – 513
2022
Q1 		$206K Buy
2,373
+40
+2% +$3.43K ﹤0.01% 494
2021
Q4 		$217K Sell
2,333
-683
-23% -$61.6K ﹤0.01% 484
2021
Q3 		$251K Sell
3,016
-602
-17% -$51.5K 0.01% 479
2021
Q2 		$300K Sell
3,618
-58
-2% -$4.67K 0.01% 454
2021
Q1 		$281K Sell
3,676
-88
-2% -$6.52K 0.01% 454
2020
Q4 		$269K Hold
3,764
– – 0.01% 450
2020
Q3 		$241K Buy
3,764
+46
+1% +$2.9K 0.01% 441
2020
Q2 		$219K Buy
+3,718
New +$207K 0.01% 467

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 22.9% 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

Financial Counselors Inc's DSI Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2025, closing a stake of 6,118 shares — an estimated $627K sold.

Financial Counselors Inc first reported a position in DSI in Q2 2020 and held it in 18 quarters. The position peaked at $860K in Q3 2024. 561 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 6,118 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $627K.
  • Financial Counselors Inc first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and held it in 18 quarters.
  • Financial Counselors Inc's iShares MSCI KLD 400 Social ETF position peaked at $860K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.