KeyBank National Association’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 | $2.96M | Sell |
20,791
-467
| -2% | -$64K | 0.01% | 402 |
|
|
2026
Q1 | $2.58M | Buy |
21,258
+195
| +0.9% | +$24.9K | 0.01% | 407 |
|
|
2025
Q4 | $2.71M | Sell |
21,063
-523
| -2% | -$66.8K | 0.01% | 383 |
|
|
2025
Q3 | $2.72M | Sell |
21,586
-4,994
| -19% | -$604K | 0.01% | 388 |
|
|
2025
Q2 | $3.09M | Sell |
26,580
-516
| -2% | -$55K | 0.01% | 363 |
|
|
2025
Q1 | $2.77M | Sell |
27,096
-1,313
| -5% | -$143K | 0.01% | 371 |
|
|
2024
Q4 | $3.13M | Hold |
28,409
| – | – | 0.01% | 355 |
|
|
2024
Q3 | $3.09M | Sell |
28,409
-949
| -3% | -$99.5K | 0.01% | 351 |
|
|
2024
Q2 | $3.05M | Sell |
29,358
-438
| -1% | -$43.8K | 0.01% | 342 |
|
|
2024
Q1 | $3M | Sell |
29,796
-841
| -3% | -$80.4K | 0.01% | 344 |
|
|
2023
Q4 | $2.79M | Buy |
30,637
+3,230
| +12% | +$274K | 0.01% | 348 |
|
|
2023
Q3 | $2.23M | Sell |
27,407
-885
| -3% | -$75K | 0.01% | 356 |
|
|
2023
Q2 | $2.38M | Sell |
28,292
-984
| -3% | -$78.2K | 0.01% | 354 |
|
|
2023
Q1 | $2.28M | Buy |
29,276
+660
| +2% | +$49.9K | 0.01% | 350 |
|
|
2022
Q4 | $2.05M | Sell |
28,616
-1,077
| -4% | -$77.4K | 0.01% | 364 |
|
|
2022
Q3 | $1.99M | Buy |
29,693
+912
| +3% | +$68.5K | 0.01% | 354 |
|
|
2022
Q2 | $2.07M | Buy |
28,781
+479
| +2% | +$37.3K | 0.01% | 355 |
|
|
2022
Q1 | $2.45M | Buy |
28,302
+5,438
| +24% | +$466K | 0.01% | 349 |
|
|
2021
Q4 | $2.13M | Buy |
22,864
+2,400
| +12% | +$216K | 0.01% | 380 |
|
|
2021
Q3 | $1.7M | Sell |
20,464
-3,310
| -14% | -$283K | 0.01% | 414 |
|
|
2021
Q2 | $1.97M | Buy |
23,774
+654
| +3% | +$52.6K | 0.01% | 384 |
|
|
2021
Q1 | $1.76M | Sell |
23,120
-6,662
| -22% | -$493K | 0.01% | 387 |
|
|
2020
Q4 | $2.13M | Sell |
29,782
-2,090
| -7% | -$142K | 0.01% | 347 |
|
|
2020
Q3 | $2.04M | Buy |
31,872
+202
| +0.6% | +$12.8K | 0.01% | 335 |
|
|
2020
Q2 | $1.87M | Buy |
31,670
+1,184
| +4% | +$65.8K | 0.01% | 337 |
|
|
2020
Q1 | $1.49M | Sell |
30,486
-11,930
| -28% | -$685K | 0.01% | 345 |
|
|
2019
Q4 | $2.55M | Hold |
42,416
| – | – | 0.01% | 334 |
|
|
2019
Q3 | $2.35M | Sell |
42,416
-3,256
| -7% | -$180K | 0.01% | 332 |
|
|
2019
Q2 | $2.5M | Buy |
45,672
+8,034
| +21% | +$432K | 0.01% | 332 |
|
|
2019
Q1 | $1.99M | Buy |
37,638
+10,946
| +41% | +$555K | 0.01% | 356 |
|
|
2018
Q4 | $1.24M | Buy |
26,692
+7,420
| +39% | +$367K | 0.01% | 425 |
|
|
2018
Q3 | $1.03M | Buy |
19,272
+2,622
| +16% | +$138K | 0.01% | 542 |
|
|
2018
Q2 | $840K | Hold |
16,650
| – | – | ﹤0.01% | 602 |
|
|
2018
Q1 | $814K | Buy |
16,650
+1,500
| +10% | +$75.7K | ﹤0.01% | 606 |
|
|
2017
Q4 | $744K | Hold |
15,150
| – | – | ﹤0.01% | 644 |
|
|
2017
Q3 | $703K | Buy |
15,150
+5,200
| +52% | +$237K | ﹤0.01% | 678 |
|
|
2017
Q2 | $444K | Buy |
+9,950
| New | +$440K | ﹤0.01% | 848 |
|
Other funds holding DSI
IAS
KeyBank National Association's DSI Position: Q2 2026 in Review
KeyBank National Association reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.2% in Q2 2026, selling an estimated $64K and leaving 20,791 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #402.
KeyBank National Association first reported a position in DSI in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.13M in Q4 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- KeyBank National Association held 20,791 shares of iShares MSCI KLD 400 Social ETF worth $2.96M as of Q2 2026.
- KeyBank National Association sold 467 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $64K.
- iShares MSCI KLD 400 Social ETF made up 0.01% of KeyBank National Association's portfolio in Q2 2026, its #402 holding.
- KeyBank National Association first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2017 and has held it in 37 quarters since.
- KeyBank National Association's iShares MSCI KLD 400 Social ETF position peaked at $3.13M in Q4 2024.
- 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.