LPL Financial’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
Q1 | $149M | Sell |
1,232,859
-25,906
| -2% | -$3.31M | 0.04% | 431 |
|
|
2025
Q4 | $162M | Buy |
1,258,765
+45,080
| +4% | +$5.76M | 0.04% | 382 |
|
|
2025
Q3 | $153M | Buy |
1,213,685
+50,949
| +4% | +$6.16M | 0.04% | 381 |
|
|
2025
Q2 | $135M | Buy |
1,162,736
+152,319
| +15% | +$16.2M | 0.05% | 373 |
|
|
2025
Q1 | $103M | Buy |
1,010,417
+4,703
| +0.5% | +$513K | 0.04% | 416 |
|
|
2024
Q4 | $111M | Buy |
1,005,714
+187,597
| +23% | +$21M | 0.05% | 367 |
|
|
2024
Q3 | $89M | Sell |
818,117
-15,709
| -2% | -$1.65M | 0.04% | 414 |
|
|
2024
Q2 | $86.6M | Buy |
833,826
+19,310
| +2% | +$1.93M | 0.04% | 385 |
|
|
2024
Q1 | $82.1M | Buy |
814,516
+45,035
| +6% | +$4.31M | 0.04% | 383 |
|
|
2023
Q4 | $70.1M | Buy |
769,481
+76,752
| +11% | +$6.51M | 0.04% | 395 |
|
|
2023
Q3 | $56.4M | Buy |
692,729
+97,429
| +16% | +$8.26M | 0.04% | 421 |
|
|
2023
Q2 | $50.1M | Sell |
595,300
-32,962
| -5% | -$2.62M | 0.04% | 440 |
|
|
2023
Q1 | $49M | Buy |
628,262
+28,333
| +5% | +$2.14M | 0.04% | 419 |
|
|
2022
Q4 | $43.1M | Buy |
599,929
+61,336
| +11% | +$4.41M | 0.04% | 436 |
|
|
2022
Q3 | $36.1M | Buy |
538,593
+228,886
| +74% | +$17.2M | 0.03% | 438 |
|
|
2022
Q2 | $22.3M | Buy |
309,707
+7,114
| +2% | +$554K | 0.02% | 598 |
|
|
2022
Q1 | $26.2M | Buy |
302,593
+11,241
| +4% | +$964K | 0.02% | 560 |
|
|
2021
Q4 | $27.1M | Buy |
291,352
+21,335
| +8% | +$1.92M | 0.02% | 561 |
|
|
2021
Q3 | $22.5M | Buy |
270,017
+35,234
| +15% | +$3.01M | 0.02% | 583 |
|
|
2021
Q2 | $19.4M | Buy |
234,783
+14,821
| +7% | +$1.19M | 0.02% | 608 |
|
|
2021
Q1 | $16.8M | Buy |
219,962
+16,260
| +8% | +$1.2M | 0.02% | 598 |
|
|
2020
Q4 | $14.6M | Buy |
203,702
+20,884
| +11% | +$1.42M | 0.02% | 587 |
|
|
2020
Q3 | $11.7M | Sell |
182,818
-1,858
| -1% | -$117K | 0.02% | 579 |
|
|
2020
Q2 | $10.9M | Sell |
184,676
-27,542
| -13% | -$1.53M | 0.02% | 561 |
|
|
2020
Q1 | $10.3M | Buy |
212,218
+17,164
| +9% | +$986K | 0.02% | 491 |
|
|
2019
Q4 | $11.7M | Buy |
195,054
+29,312
| +18% | +$1.68M | 0.02% | 526 |
|
|
2019
Q3 | $9.19M | Buy |
165,742
+26,690
| +19% | +$1.47M | 0.02% | 562 |
|
|
2019
Q2 | $7.6M | Sell |
139,052
-4,728
| -3% | -$254K | 0.02% | 616 |
|
|
2019
Q1 | $7.58M | Buy |
143,780
+3,616
| +3% | +$183K | 0.02% | 601 |
|
|
2018
Q4 | $6.52M | Buy |
140,164
+6,180
| +5% | +$306K | 0.02% | 596 |
|
|
2018
Q3 | $7.15M | Buy |
133,984
+11,084
| +9% | +$583K | 0.02% | 601 |
|
|
2018
Q2 | $6.2M | Buy |
122,900
+13,272
| +12% | +$666K | 0.02% | 625 |
|
|
2018
Q1 | $5.36M | Buy |
109,628
+14,016
| +15% | +$707K | 0.01% | 668 |
|
|
2017
Q4 | $4.7M | Buy |
95,612
+14,890
| +18% | +$715K | 0.01% | 688 |
|
|
2017
Q3 | $3.75M | Buy |
80,722
+8,556
| +12% | +$389K | 0.01% | 705 |
|
|
2017
Q2 | $3.22M | Buy |
72,166
+11,620
| +19% | +$514K | 0.01% | 720 |
|
|
2017
Q1 | $2.62M | Buy |
60,546
+1,400
| +2% | +$59.9K | 0.02% | 699 |
|
|
2016
Q4 | $2.46M | Sell |
59,146
-10,858
| -16% | -$439K | 0.02% | 699 |
|
|
2016
Q3 | $2.79M | Buy |
70,004
+1,238
| +2% | +$49.7K | 0.03% | 602 |
|
|
2016
Q2 | $2.66M | Sell |
68,766
-60,692
| -47% | -$2.33M | 0.02% | 612 |
|
|
2016
Q1 | $4.94M | Sell |
129,458
-9,792
| -7% | -$354K | 0.01% | 726 |
|
|
2015
Q4 | $5.2M | Buy |
139,250
+75,818
| +120% | +$2.88M | 0.01% | 703 |
|
|
2015
Q3 | $2.34M | Buy |
63,432
+436
| +0.7% | +$16.3K | 0.01% | 770 |
|
|
2015
Q2 | $2.41M | Sell |
62,996
-190
| -0.3% | -$7.4K | 0.01% | 816 |
|
|
2015
Q1 | $2.43M | Buy |
63,186
+3,036
| +5% | +$117K | 0.01% | 824 |
|
|
2014
Q4 | $2.3M | Buy |
60,150
+5,716
| +11% | +$214K | 0.01% | 809 |
|
|
2014
Q3 | $1.97M | Buy |
54,434
+520
| +1% | +$19.2K | 0.01% | 860 |
|
|
2014
Q2 | $1.97M | Buy |
53,914
+9,576
| +22% | +$340K | 0.01% | 892 |
|
|
2014
Q1 | $1.56M | Buy |
44,338
+1,160
| +3% | +$40K | 0.01% | 983 |
|
|
2013
Q4 | $1.49M | Buy |
43,178
+7,866
| +22% | +$260K | 0.01% | 999 |
|
|
2013
Q3 | $1.13M | Buy |
35,312
+15,790
| +81% | +$495K | 0.01% | 1115 |
|
|
2013
Q2 | $588K | Buy |
+19,522
| New | +$587K | ﹤0.01% | 1454 |
|
Other funds holding DSI
IAS
LPL Financial's DSI Position: Q1 2026 in Review
LPL Financial reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.1% in Q1 2026, selling an estimated $3.31M and leaving 1,232,859 shares worth $149M. The position accounts for 0.04% of the portfolio, ranked #431.
LPL Financial first reported a position in DSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $162M in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.
- LPL Financial held 1,232,859 shares of iShares MSCI KLD 400 Social ETF worth $149M as of Q1 2026.
- LPL Financial sold 25,906 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $3.31M.
- iShares MSCI KLD 400 Social ETF made up 0.04% of LPL Financial's portfolio in Q1 2026, its #431 holding.
- LPL Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's iShares MSCI KLD 400 Social ETF position peaked at $162M in Q4 2025.
- 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.