Parkside Financial Bank & Trust’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Parkside Financial Bank & Trust’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	$149K	Hold	1,230	–	–	0.01%	542
2025 Q4	$158K	Hold	1,230	–	–	0.01%	519
2025 Q3	$155K	Hold	1,230	–	–	0.01%	514
2025 Q2	$143K	Hold	1,230	–	–	0.02%	525
2025 Q1	$126K	Hold	1,230	–	–	0.02%	504
2024 Q4	$136K	Hold	1,230	–	–	0.02%	482
2024 Q3	$134K	Hold	1,230	–	–	0.02%	468
2024 Q2	$128K	Hold	1,230	–	–	0.02%	454
2024 Q1	$124K	Hold	1,230	–	–	0.02%	463
2023 Q4	$112K	Buy	+1,230	New	+$104K	0.02%	446

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Parkside Financial Bank & Trust's DSI Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 1,230 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #542.

Parkside Financial Bank & Trust first reported a position in DSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $158K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Parkside Financial Bank & Trust held 1,230 shares of iShares MSCI KLD 400 Social ETF worth $149K as of Q1 2026.
Parkside Financial Bank & Trust left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #542 holding.
Parkside Financial Bank & Trust first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 10 quarters since.
Parkside Financial Bank & Trust's iShares MSCI KLD 400 Social ETF position peaked at $158K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.