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MainStreet Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

MainStreet Investment Advisors’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
Q1 		$478K Sell
3,942
-11,225
-74% -$1.44M 0.07% 130
2025
Q4 		$1.95M Buy
15,167
+558
+4% +$71.3K 0.28% 75
2025
Q3 		$1.84M Buy
14,609
+180
+1% +$21.8K 0.25% 77
2025
Q2 		$1.68M Buy
14,429
+328
+2% +$34.9K 0.23% 83
2025
Q1 		$1.44M Buy
+14,101
New +$1.54M 0.21% 84
2024
Q4 		– Sell
-14,078
Closed -$1.53M – 154
2024
Q3 		$1.53M Sell
14,078
-585
-4% -$61.3K 0.2% 84
2024
Q2 		$1.52M Sell
14,663
-881
-6% -$88.2K 0.19% 87
2024
Q1 		$1.57M Hold
15,544
– – 0.19% 83
2023
Q4 		$1.42M Buy
15,544
+1,692
+12% +$144K 0.16% 87
2023
Q3 		$1.13M Sell
13,852
-223
-2% -$18.9K 0.13% 93
2023
Q2 		$1.18M Buy
14,075
+521
+4% +$41.4K 0.13% 90
2023
Q1 		$1.06M Buy
13,554
+1,241
+10% +$93.7K 0.11% 97
2022
Q4 		$884K Buy
12,313
+848
+7% +$60.9K 0.1% 102
2022
Q3 		$768K Hold
11,465
– – 0.09% 99
2022
Q2 		$824K Buy
11,465
+920
+9% +$71.7K 0.09% 99
2022
Q1 		$913K Buy
10,545
+1,585
+18% +$136K 0.09% 101
2021
Q4 		$833K Sell
8,960
-1,510
-14% -$136K 0.07% 109
2021
Q3 		$871K Sell
10,470
-135
-1% -$11.5K 0.08% 101
2021
Q2 		$878K Buy
10,605
+270
+3% +$21.7K 0.07% 105
2021
Q1 		$789K Sell
10,335
-1,310
-11% -$97K 0.07% 110
2020
Q4 		$833K Buy
11,645
+1,505
+15% +$102K 0.07% 109
2020
Q3 		$649K Buy
10,140
+700
+7% +$44.2K 0.05% 119
2020
Q2 		$557K Buy
9,440
+2,180
+30% +$121K 0.04% 170
2020
Q1 		$354K Sell
7,260
-1,180
-14% -$67.8K 0.04% 190
2019
Q4 		$506K Buy
8,440
+1,720
+26% +$98.8K 0.06% 134
2019
Q3 		$372K Buy
6,720
+110
+2% +$6.08K 0.05% 132
2019
Q2 		$361K Buy
+6,610
New +$355K 0.05% 132
2019
Q1 		– Sell
-6,510
Closed -$303K – 114
2018
Q4 		$303K Buy
6,510
+1,860
+40% +$92K 0.05% 127
2018
Q3 		$248K Buy
4,650
+570
+14% +$30K 0.03% 147
2018
Q2 		$206K Buy
+4,080
New +$205K 0.03% 154

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MainStreet Investment Advisors's DSI Position: Q1 2026 in Review

MainStreet Investment Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 74% in Q1 2026, selling an estimated $1.44M and leaving 3,942 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #130.

MainStreet Investment Advisors first reported a position in DSI in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.95M in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • MainStreet Investment Advisors held 3,942 shares of iShares MSCI KLD 400 Social ETF worth $478K as of Q1 2026.
  • MainStreet Investment Advisors sold 11,225 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $1.44M.
  • iShares MSCI KLD 400 Social ETF made up 0.07% of MainStreet Investment Advisors's portfolio in Q1 2026, its #130 holding.
  • MainStreet Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2018 and has held it in 30 quarters since.
  • MainStreet Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.95M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.