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 Q2	$175K	Hold	1,230	–	–	0.01%	553
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 $1.89T 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

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

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

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

IAS

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

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

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

Parkside Financial Bank & Trust's DSI Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1,230 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #553.

Parkside Financial Bank & Trust first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Parkside Financial Bank & Trust held 1,230 shares of iShares MSCI KLD 400 Social ETF worth $175K as of Q2 2026.
Parkside Financial Bank & Trust left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #553 holding.
Parkside Financial Bank & Trust first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.