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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
Q2 		$1.11M Buy
7,794
+37
+0.5% +$5.07K 0.01% 775
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
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
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
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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Harbour Investments's DSI Position: Q2 2026 in Review

Harbour Investments increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.48% in Q2 2026, buying an estimated $5.07K and bringing the position to 7,794 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #775.

Harbour Investments first reported a position in DSI in Q1 2021 and has held it in 21 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Harbour Investments held 7,794 shares of iShares MSCI KLD 400 Social ETF worth $1.11M as of Q2 2026.
  • Harbour Investments bought 37 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $5.07K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #775 holding.
  • Harbour Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 21 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.