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Great Diamond Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Great Diamond Partners’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 		$1.81M Buy
12,736
+2,484
+24% +$340K 0.31% 83
2026
Q1 		$1.24M Sell
10,252
-530
-5% -$67.8K 0.24% 103
2025
Q4 		$1.39M Buy
10,782
+272
+3% +$34.7K 0.27% 91
2025
Q3 		$1.32M Buy
10,510
+294
+3% +$35.5K 0.26% 90
2025
Q2 		$1.19M Sell
10,216
-407
-4% -$43.3K 0.25% 95
2025
Q1 		$1.09M Sell
10,623
-183
-2% -$20K 0.3% 82
2024
Q4 		$1.19M Buy
10,806
+5
+0% +$559 0.31% 77
2024
Q3 		$1.18M Sell
10,801
-389
-3% -$40.8K 0.3% 80
2024
Q2 		$1.16M Sell
11,190
-696
-6% -$69.6K 0.27% 85
2024
Q1 		$1.2M Sell
11,886
-153
-1% -$14.6K 0.28% 86
2023
Q4 		$1.1M Sell
12,039
-271
-2% -$23K 0.27% 83
2023
Q3 		$1M Buy
12,310
+287
+2% +$24.3K 0.27% 86
2023
Q2 		$1.01M Buy
12,023
+965
+9% +$76.7K 0.27% 86
2023
Q1 		$862K Sell
11,058
-1,912
-15% -$144K 0.25% 88
2022
Q4 		$931K Buy
12,970
+4,387
+51% +$315K 0.29% 84
2022
Q3 		$574K Sell
8,583
-422
-5% -$31.7K 0.2% 101
2022
Q2 		$647K Buy
9,005
+1,627
+22% +$127K 0.22% 95
2022
Q1 		$639K Sell
7,378
-3,995
-35% -$343K 0.18% 107
2021
Q4 		$1.06M Buy
11,373
+5,316
+88% +$479K 0.27% 84
2021
Q3 		$504K Buy
6,057
+364
+6% +$31.1K 0.14% 119
2021
Q2 		$471K Buy
5,693
+1,377
+32% +$111K 0.13% 124
2021
Q1 		$329K Buy
4,316
+1,174
+37% +$86.9K 0.1% 141
2020
Q4 		$224K Buy
+3,142
New +$213K 0.07% 168
2020
Q1 		– Sell
-3,808
Closed -$228K – 256
2019
Q4 		$228K Buy
+3,808
New +$219K 0.09% 141

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Great Diamond Partners's DSI Position: Q2 2026 in Review

Great Diamond Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 24% in Q2 2026, buying an estimated $340K and bringing the position to 12,736 shares worth $1.81M. The position accounts for 0.31% of the portfolio, ranked #83.

Great Diamond Partners first reported a position in DSI in Q4 2019 and has held it in 24 quarters since. 294 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Great Diamond Partners held 12,736 shares of iShares MSCI KLD 400 Social ETF worth $1.81M as of Q2 2026.
  • Great Diamond Partners bought 2,484 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $340K.
  • iShares MSCI KLD 400 Social ETF made up 0.31% of Great Diamond Partners's portfolio in Q2 2026, its #83 holding.
  • Great Diamond Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 24 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.