HighTower Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.7M | Buy |
96,438
+4,102
| +4% | +$562K | 0.01% | 795 |
|
|
2026
Q1 | $11.2M | Buy |
92,336
+11,290
| +14% | +$1.44M | 0.01% | 833 |
|
|
2025
Q4 | $10.4M | Buy |
81,046
+7,973
| +11% | +$1.02M | 0.01% | 845 |
|
|
2025
Q3 | $9.2M | Buy |
73,073
+750
| +1% | +$90.7K | 0.01% | 882 |
|
|
2025
Q2 | $8.4M | Sell |
72,323
-1,031
| -1% | -$110K | 0.01% | 872 |
|
|
2025
Q1 | $7.51M | Sell |
73,354
-5,401
| -7% | -$589K | 0.01% | 880 |
|
|
2024
Q4 | $8.68M | Buy |
78,755
+8,701
| +12% | +$972K | 0.01% | 804 |
|
|
2024
Q3 | $7.62M | Sell |
70,054
-12,480
| -15% | -$1.31M | 0.01% | 858 |
|
|
2024
Q2 | $8.57M | Buy |
82,534
+3,250
| +4% | +$325K | 0.01% | 784 |
|
|
2024
Q1 | $8M | Sell |
79,284
-6,975
| -8% | -$667K | 0.01% | 780 |
|
|
2023
Q4 | $7.86M | Buy |
86,259
+36,007
| +72% | +$3.05M | 0.01% | 781 |
|
|
2023
Q3 | $4.09M | Buy |
50,252
+8,995
| +22% | +$763K | 0.01% | 1014 |
|
|
2023
Q2 | $3.48M | Sell |
41,257
-2,267
| -5% | -$180K | 0.01% | 1066 |
|
|
2023
Q1 | $3.39M | Sell |
43,524
-2,725
| -6% | -$206K | 0.01% | 1028 |
|
|
2022
Q4 | $3.32M | Buy |
46,249
+1,906
| +4% | +$137K | 0.01% | 1016 |
|
|
2022
Q3 | $2.96M | Sell |
44,343
-593
| -1% | -$44.5K | 0.01% | 1022 |
|
|
2022
Q2 | $3.23M | Sell |
44,936
-4,004
| -8% | -$312K | 0.01% | 1006 |
|
|
2022
Q1 | $4.24M | Buy |
48,940
+1,595
| +3% | +$137K | 0.01% | 977 |
|
|
2021
Q4 | $4.4M | Sell |
47,345
-4,248
| -8% | -$383K | 0.01% | 970 |
|
|
2021
Q3 | $4.29M | Sell |
51,593
-222
| -0.4% | -$19K | 0.01% | 892 |
|
|
2021
Q2 | $4.29M | Buy |
51,815
+1,807
| +4% | +$145K | 0.01% | 870 |
|
|
2021
Q1 | $3.81M | Buy |
50,008
+624
| +1% | +$46.2K | 0.01% | 842 |
|
|
2020
Q4 | $3.53M | Buy |
49,384
+3,368
| +7% | +$228K | 0.01% | 696 |
|
|
2020
Q3 | $2.94M | Buy |
46,016
+176
| +0.4% | +$11.1K | 0.01% | 735 |
|
|
2020
Q2 | $2.7M | Buy |
45,840
+822
| +2% | +$45.7K | 0.01% | 703 |
|
|
2020
Q1 | $2.19M | Buy |
45,018
+2,166
| +5% | +$124K | 0.01% | 720 |
|
|
2019
Q4 | $2.57M | Sell |
42,852
-1,086
| -2% | -$62.4K | 0.02% | 773 |
|
|
2019
Q3 | $2.44M | Sell |
43,938
-5,500
| -11% | -$304K | 0.01% | 825 |
|
|
2019
Q2 | $2.7M | Buy |
49,438
+9,152
| +23% | +$492K | 0.02% | 794 |
|
|
2019
Q1 | $2.13M | Buy |
40,286
+1,420
| +4% | +$72K | 0.01% | 832 |
|
|
2018
Q4 | $1.81M | Buy |
38,866
+954
| +3% | +$47.2K | 0.01% | 804 |
|
|
2018
Q3 | $2.02M | Buy |
37,912
+1,582
| +4% | +$83.3K | 0.01% | 826 |
|
|
2018
Q2 | $1.83M | Buy |
36,330
+3,706
| +11% | +$186K | 0.01% | 874 |
|
|
2018
Q1 | $1.59M | Buy |
32,624
+140
| +0.4% | +$7.07K | 0.01% | 884 |
|
|
2017
Q4 | $1.59M | Buy |
32,484
+28
| +0.1% | +$1.34K | 0.01% | 897 |
|
|
2017
Q3 | $1.5M | Buy |
32,456
+1,306
| +4% | +$59.4K | 0.01% | 929 |
|
|
2017
Q2 | $1.39M | Buy |
31,150
+484
| +2% | +$21.4K | 0.01% | 933 |
|
|
2017
Q1 | $1.33M | Buy |
30,666
+96
| +0.3% | +$4.11K | 0.01% | 911 |
|
|
2016
Q4 | $1.26M | Buy |
30,570
+2,962
| +11% | +$120K | 0.01% | 882 |
|
|
2016
Q3 | $1.11M | Buy |
27,608
+402
| +1% | +$16.1K | 0.01% | 872 |
|
|
2016
Q2 | $1.05M | Buy |
27,206
+4,098
| +18% | +$158K | 0.01% | 864 |
|
|
2016
Q1 | $884K | Sell |
23,108
-640
| -3% | -$23.1K | ﹤0.01% | 1096 |
|
|
2015
Q4 | $897K | Buy |
23,748
+124
| +0.5% | +$4.72K | 0.01% | 1024 |
|
|
2015
Q3 | $838K | Buy |
23,624
+1,298
| +6% | +$48.7K | 0.01% | 959 |
|
|
2015
Q2 | $849K | Buy |
22,326
+1,184
| +6% | +$46.1K | 0.01% | 830 |
|
|
2015
Q1 | $817K | Buy |
21,142
+4,776
| +29% | +$183K | 0.01% | 881 |
|
|
2014
Q4 | $627K | Buy |
16,366
+632
| +4% | +$23.6K | 0.01% | 969 |
|
|
2014
Q3 | $577K | Buy |
15,734
+3,238
| +26% | +$120K | 0.01% | 975 |
|
|
2014
Q2 | $457K | Buy |
12,496
+1,136
| +10% | +$40.4K | 0.01% | 1082 |
|
|
2014
Q1 | $399K | Buy |
11,360
+2,864
| +34% | +$98.8K | 0.01% | 1060 |
|
|
2013
Q4 | $294K | Buy |
8,496
+678
| +9% | +$22.4K | 0.01% | 1164 |
|
|
2013
Q3 | $246K | Buy |
+7,818
| New | +$245K | 0.01% | 1092 |
|
Other funds holding DSI
IAS
HighTower Advisors's DSI Position: Q2 2026 in Review
HighTower Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 4.4% in Q2 2026, buying an estimated $562K and bringing the position to 96,438 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #795.
HighTower Advisors first reported a position in DSI in Q3 2013 and has held it in 52 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- HighTower Advisors held 96,438 shares of iShares MSCI KLD 400 Social ETF worth $13.7M as of Q2 2026.
- HighTower Advisors bought 4,102 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $562K.
- iShares MSCI KLD 400 Social ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #795 holding.
- HighTower Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2013 and has held it in 52 quarters since.
- 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.