Parallel 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
Q1 | $53.7K | Sell |
443
-50
| -10% | -$6.39K | ﹤0.01% | 1960 |
|
|
2025
Q4 | $63.5K | Hold |
493
| – | – | ﹤0.01% | 1715 |
|
|
2025
Q3 | $62.1K | Sell |
493
-21
| -4% | -$2.54K | ﹤0.01% | 1679 |
|
|
2025
Q2 | $59.7K | Hold |
514
| – | – | ﹤0.01% | 1622 |
|
|
2025
Q1 | $52.6K | Sell |
514
-15
| -3% | -$1.64K | ﹤0.01% | 1607 |
|
|
2024
Q4 | $58.3K | Buy |
529
+40
| +8% | +$4.47K | ﹤0.01% | 1554 |
|
|
2024
Q3 | $53.2K | Buy |
489
+29
| +6% | +$3.04K | ﹤0.01% | 1595 |
|
|
2024
Q2 | $47.8K | Hold |
460
| – | – | ﹤0.01% | 1548 |
|
|
2024
Q1 | $46.4K | Buy |
460
+410
| +820% | +$39.2K | ﹤0.01% | 1534 |
|
|
2023
Q4 | $4.55K | Hold |
50
| – | – | ﹤0.01% | 2554 |
|
|
2023
Q3 | $4.07K | Hold |
50
| – | – | ﹤0.01% | 2568 |
|
|
2023
Q2 | $4.21K | Hold |
50
| – | – | ﹤0.01% | 2491 |
|
|
2023
Q1 | $3.9K | Sell |
50
-152
| -75% | -$11.5K | ﹤0.01% | 2499 |
|
|
2022
Q4 | $14.5K | Buy |
202
+103
| +104% | +$7.4K | ﹤0.01% | 1863 |
|
|
2022
Q3 | $7K | Buy |
99
+49
| +98% | +$3.68K | ﹤0.01% | 2140 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 2331 |
|
|
2022
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 2354 |
|
|
2021
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 2381 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 2445 |
|
|
2021
Q2 | $4K | Sell |
50
-68
| -58% | -$5.47K | ﹤0.01% | 2354 |
|
|
2021
Q1 | $9K | Hold |
118
| – | – | ﹤0.01% | 1961 |
|
|
2020
Q4 | $8K | Sell |
118
-33,136
| -100% | -$2.25M | ﹤0.01% | 1869 |
|
|
2020
Q3 | $2.13M | Sell |
33,254
-45,790
| -58% | -$2.89M | 0.13% | 129 |
|
|
2020
Q2 | $4.66M | Sell |
79,044
-702
| -0.9% | -$39K | 0.3% | 52 |
|
|
2020
Q1 | $3.88M | Sell |
79,746
-20,116
| -20% | -$1.16M | 0.31% | 53 |
|
|
2019
Q4 | $6M | Buy |
99,862
+194
| +0.2% | +$11.1K | 0.45% | 42 |
|
|
2019
Q3 | $5.53M | Buy |
99,668
+1,404
| +1% | +$77.6K | 0.47% | 40 |
|
|
2019
Q2 | $5.37M | Buy |
98,264
+56,844
| +137% | +$3.05M | 0.52% | 37 |
|
|
2019
Q1 | $2.18M | Buy |
41,420
+41,054
| +11,217% | +$2.08M | 0.25% | 80 |
|
|
2018
Q4 | $17K | Buy |
366
+164
| +81% | +$8.11K | ﹤0.01% | 1115 |
|
|
2018
Q3 | $11K | Hold |
202
| – | – | ﹤0.01% | 1392 |
|
|
2018
Q2 | $10K | Sell |
202
-150
| -43% | -$7.53K | ﹤0.01% | 1330 |
|
|
2018
Q1 | $17K | Sell |
352
-84
| -19% | -$4.24K | ﹤0.01% | 1059 |
|
|
2017
Q4 | $21K | Buy |
436
+130
| +42% | +$6.24K | ﹤0.01% | 998 |
|
|
2017
Q3 | $15K | Hold |
306
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q2 | $14K | Buy |
306
+286
| +1,430% | +$12.6K | ﹤0.01% | 1152 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1866 |
|
|
2016
Q4 | $1K | Buy |
+20
| New | +$808 | ﹤0.01% | 1692 |
|
Other funds holding DSI
IAS
Parallel Advisors's DSI Position: Q1 2026 in Review
Parallel Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 10% in Q1 2026, selling an estimated $6.39K and leaving 443 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.
Parallel Advisors first reported a position in DSI in Q4 2016 and has held it in 38 quarters since. The position peaked at $6M in Q4 2019. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.
- Parallel Advisors held 443 shares of iShares MSCI KLD 400 Social ETF worth $53.7K as of Q1 2026.
- Parallel Advisors sold 50 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $6.39K.
- iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1960 holding.
- Parallel Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2016 and has held it in 38 quarters since.
- Parallel Advisors's iShares MSCI KLD 400 Social ETF position peaked at $6M in Q4 2019.
- 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.