IMA Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
IMA Advisory Services's DSI Position: Q1 2026 in Review
IMA Advisory Services increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.1% in Q1 2026, buying an estimated $595K and bringing the position to 412,576 shares worth $49.7M. The position accounts for 4.86% of the portfolio, ranked #4.
IMA Advisory Services first reported a position in DSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $93.7M in Q4 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.
- IMA Advisory Services held 412,576 shares of iShares MSCI KLD 400 Social ETF worth $49.7M as of Q1 2026.
- IMA Advisory Services bought 4,652 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $595K.
- iShares MSCI KLD 400 Social ETF made up 4.86% of IMA Advisory Services's portfolio in Q1 2026, its #4 holding.
- IMA Advisory Services first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 6 quarters since.
- IMA Advisory Services's iShares MSCI KLD 400 Social ETF position peaked at $93.7M in Q4 2024.
- 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.