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

Financial Insights’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 		$1.71M Sell
14,151
-770
-5% -$98.4K 0.56% 37
2025
Q4 		$1.92M Sell
14,921
-369
-2% -$47.1K 0.64% 34
2025
Q3 		$1.93M Sell
15,290
-2,152
-12% -$260K 0.64% 34
2025
Q2 		$2.03M Sell
17,442
-3,935
-18% -$419K 0.74% 28
2025
Q1 		$2.19M Sell
21,377
-2,490
-10% -$272K 0.87% 27
2024
Q4 		$2.63M Sell
23,867
-194
-0.8% -$21.7K 0.98% 24
2024
Q3 		$2.62M Sell
24,061
-751
-3% -$78.7K 0.83% 25
2024
Q2 		$2.58M Sell
24,812
-560
-2% -$56K 0.72% 28
2024
Q1 		$2.56M Sell
25,372
-95
-0.4% -$9.09K 0.71% 27
2023
Q4 		$2.32M Sell
25,467
-35
-0.1% -$2.97K 0.73% 26
2023
Q3 		$2.02M Sell
25,502
-1,908
-7% -$162K 0.72% 27
2023
Q2 		$2.31M Sell
27,410
-1,357
-5% -$108K 0.85% 27
2023
Q1 		$2.24M Sell
28,767
-4,314
-13% -$326K 0.91% 25
2022
Q4 		$2.37M Sell
33,081
-11
-0% -$791 1.12% 23
2022
Q3 		$2.22M Sell
33,092
-214
-0.6% -$16.1K 1.49% 16
2022
Q2 		$2.4M Sell
33,306
-4,794
-13% -$373K 2.43% 11
2022
Q1 		$3.3M Sell
38,100
-291
-0.8% -$25K 3.03% 8
2021
Q4 		$3.57M Buy
38,391
+138
+0.4% +$12.4K 3.08% 8
2021
Q3 		$3.18M Buy
38,253
+2,721
+8% +$233K 2.93% 9
2021
Q2 		$29.4M Buy
35,532
+103
+0.3% +$8.29K 2.44% 10
2021
Q1 		$2.71M Buy
35,429
+490
+1% +$36.3K 2% 14
2020
Q4 		$2.5M Buy
34,939
+2,945
+9% +$200K 1.94% 14
2020
Q3 		$2.05M Buy
31,994
+27,208
+568% +$1.72M 1.74% 14
2020
Q2 		$1.89K Sell
4,786
-25,972
-84% -$1.44M 1.68% 14
2020
Q1 		$1.5M Buy
30,758
+502
+2% +$28.8K 1.58% 14
2019
Q4 		$1.82M Buy
30,256
+9,866
+48% +$567K 1.59% 14
2019
Q3 		$1.13M Buy
20,390
+900
+5% +$49.7K 1.08% 20
2019
Q2 		$1.05M Buy
19,490
+9,006
+86% +$484K 1.07% 19
2019
Q1 		$575K Buy
10,484
+1,874
+22% +$95K 0.6% 26
2018
Q4 		$433K Buy
+8,610
New +$426K 0.48% 31

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 Insights's DSI Position: Q1 2026 in Review

Financial Insights reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 5.2% in Q1 2026, selling an estimated $98.4K and leaving 14,151 shares worth $1.71M. The position accounts for 0.56% of the portfolio, ranked #37.

Financial Insights first reported a position in DSI in Q4 2018 and has held it in 30 quarters since. The position peaked at $29.4M in Q2 2021. 592 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Financial Insights held 14,151 shares of iShares MSCI KLD 400 Social ETF worth $1.71M as of Q1 2026.
  • Financial Insights sold 770 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $98.4K.
  • iShares MSCI KLD 400 Social ETF made up 0.56% of Financial Insights's portfolio in Q1 2026, its #37 holding.
  • Financial Insights first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's iShares MSCI KLD 400 Social ETF position peaked at $29.4M in Q2 2021.
  • 592 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.