Harbour Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Harbour Investments’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	$940K	Buy	7,757 +2,760	+55%	+$353K	0.01%	786
2025 Q4	$644K	Sell	4,997 -2,528	-34%	-$323K	0.01%	752
2025 Q3	$948K	Sell	7,525 -3	-0%	-$363	0.02%	587
2025 Q2	$874K	Buy	7,528 +239	+3%	+$25.5K	0.02%	572
2025 Q1	$746K	Buy	7,289 +10	+0.1%	+$1.09K	0.02%	583
2024 Q4	$802K	Buy	7,279 +33	+0.5%	+$3.69K	0.02%	541
2024 Q3	$788K	Sell	7,246 -242	-3%	-$25.4K	0.02%	529
2024 Q2	$778K	Sell	7,488 -332	-4%	-$33.2K	0.03%	484
2024 Q1	$788K	Sell	7,820 -3,389	-30%	-$324K	0.03%	463
2023 Q4	$1.02M	Buy	11,209 +2,171	+24%	+$184K	0.04%	356
2023 Q3	$736K	Sell	9,038 -457	-5%	-$38.8K	0.04%	397
2023 Q2	$799K	Buy	9,495 +2,500	+36%	+$199K	0.04%	400
2023 Q1	$546K	Buy	6,995 +533	+8%	+$40.3K	0.03%	450
2022 Q4	$464K	Sell	6,462 -1,235	-16%	-$88.8K	0.03%	472
2022 Q3	$553K	Hold	7,697	–	–	0.04%	392
2022 Q2	$553K	Buy	+7,697	New	+$600K	0.04%	392
2021 Q4	$652K	Sell	7,022 -3,968	-36%	-$358K	0.04%	385
2021 Q3	$914K	Sell	10,990 -954	-8%	-$81.6K	0.03%	471
2021 Q2	$989K	Buy	11,944 +472	+4%	+$38K	0.03%	460
2021 Q1	$876K	Buy	+11,472	New	+$849K	0.03%	447

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Harbour Investments's DSI Position: Q1 2026 in Review

Harbour Investments increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 55% in Q1 2026, buying an estimated $353K and bringing the position to 7,757 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #786.

Harbour Investments first reported a position in DSI in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q4 2023. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Harbour Investments held 7,757 shares of iShares MSCI KLD 400 Social ETF worth $940K as of Q1 2026.
Harbour Investments bought 2,760 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $353K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #786 holding.
Harbour Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's iShares MSCI KLD 400 Social ETF position peaked at $1.02M in Q4 2023.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.