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

Parkside 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
2025 Q2	$390K	Hold	3,361	–	–	0.09%	63
2025 Q1	$344K	Buy	3,361 +1	+0%	+$109	0.08%	64
2024 Q4	$370K	Sell	3,360 -87	-3%	-$9.72K	0.09%	62
2024 Q3	$375K	Hold	3,447	–	–	0.09%	61
2024 Q2	$358K	Sell	3,447 -505	-13%	-$50.5K	0.09%	63
2024 Q1	$398K	Buy	3,952 +1	+0%	+$96	0.1%	62
2023 Q4	$360K	Sell	3,951 -552	-12%	-$46.8K	0.1%	59
2023 Q3	$368K	Sell	4,503 -12	-0.3%	-$1.02K	0.11%	57
2023 Q2	$380K	Buy	4,515 +1	+0%	+$79	0.12%	51
2023 Q1	$352K	Sell	4,514 -215	-5%	-$16.2K	0.12%	51
2022 Q4	$339K	Buy	4,729 +2	+0%	+$144	0.12%	55
2022 Q3	$317K	Sell	4,727 -520	-10%	-$39K	0.12%	42
2022 Q2	$377K	Buy	5,247 +1	+0%	+$78	0.14%	39
2022 Q1	$454K	Sell	5,246 -79	-1%	-$6.78K	0.14%	38
2021 Q4	$495K	Buy	5,325 +2	+0%	+$180	0.15%	39
2021 Q3	$443K	Sell	5,323 -221	-4%	-$18.9K	0.14%	41
2021 Q2	$459K	Buy	5,544 +1	+0%	+$80	0.15%	42
2021 Q1	$423K	Sell	5,543 -717	-11%	-$53.1K	0.15%	44
2020 Q4	$448K	Buy	6,260 +4	+0.1%	+$271	0.17%	44
2020 Q3	$400K	Sell	6,256 -4,764	-43%	-$301K	0.18%	40
2020 Q2	$650K	Buy	11,020 +22	+0.2%	+$1.22K	0.3%	29
2020 Q1	$536K	Buy	10,998 +7,190	+189%	+$413K	0.29%	27
2019 Q4	$229K	Buy	+3,808	New	+$219K	0.1%	61

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Parkside Advisors's DSI Position: Q2 2025 in Review

Parkside Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2025 at 3,361 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #63.

Parkside Advisors first reported a position in DSI in Q4 2019 and has held it in 23 quarters since. The position peaked at $650K in Q2 2020. 560 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

Parkside Advisors held 3,361 shares of iShares MSCI KLD 400 Social ETF worth $390K as of Q2 2025.
Parkside Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2025.
iShares MSCI KLD 400 Social ETF made up 0.09% of Parkside Advisors's portfolio in Q2 2025, its #63 holding.
Parkside Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 23 quarters since.
Parkside Advisors's iShares MSCI KLD 400 Social ETF position peaked at $650K in Q2 2020.
560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.