Parsons Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Parsons Capital Management’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	$616K	Hold	4,327	–	–	0.03%	351
2026 Q1	$524K	Hold	4,327	–	–	0.02%	343
2025 Q4	$557K	Hold	4,327	–	–	0.03%	313
2025 Q3	$545K	Sell	4,327 -499	-10%	-$60.3K	0.03%	306
2025 Q2	$561K	Sell	4,826 -100	-2%	-$10.6K	0.03%	298
2025 Q1	$505K	Hold	4,926	–	–	0.03%	311
2024 Q4	$543K	Buy	4,926 +15	+0.3%	+$1.68K	0.03%	310
2024 Q3	$534K	Hold	4,911	–	–	0.03%	313
2024 Q2	$510K	Hold	4,911	–	–	0.03%	312
2024 Q1	$495K	Hold	4,911	–	–	0.03%	319
2023 Q4	$447K	Buy	4,911 +11	+0.2%	+$933	0.03%	326
2023 Q3	$399K	Hold	4,900	–	–	0.03%	322
2023 Q2	$412K	Hold	4,900	–	–	0.03%	324
2023 Q1	$382K	Buy	4,900 +115	+2%	+$8.69K	0.03%	330
2022 Q4	$343K	Buy	4,785 +26	+0.5%	+$1.87K	0.03%	336
2022 Q3	$319K	Sell	4,759 -10	-0.2%	-$751	0.03%	340
2022 Q2	$343K	Buy	4,769 +106	+2%	+$8.26K	0.03%	333
2022 Q1	$404K	Sell	4,663 -30	-0.6%	-$2.57K	0.03%	328
2021 Q4	$436K	Hold	4,693	–	–	0.03%	330
2021 Q3	$391K	Sell	4,693 -15	-0.3%	-$1.28K	0.03%	328
2021 Q2	$390K	Buy	4,708 +18	+0.4%	+$1.45K	0.03%	323
2021 Q1	$358K	Buy	4,690 +10	+0.2%	+$740	0.03%	316
2020 Q4	$335K	Buy	4,680 +100	+2%	+$6.78K	0.03%	312
2020 Q3	$293K	Sell	4,580 -100	-2%	-$6.31K	0.03%	298
2020 Q2	$276K	Sell	4,680 -54	-1%	-$3K	0.03%	294
2020 Q1	$231K	Sell	4,734 -70	-1%	-$4.02K	0.03%	288
2019 Q4	$289K	Buy	4,804 +40	+0.8%	+$2.3K	0.03%	297
2019 Q3	$264K	Buy	4,764 +874	+22%	+$48.3K	0.03%	302
2019 Q2	$213K	Buy	3,890 +4	+0.1%	+$215	0.02%	331
2019 Q1	$205K	Buy	+3,886	New	+$197K	0.02%	332

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

Parsons Capital Management's DSI Position: Q2 2026 in Review

Parsons Capital Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 4,327 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #351.

Parsons Capital Management first reported a position in DSI in Q1 2019 and has held it in 30 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Parsons Capital Management held 4,327 shares of iShares MSCI KLD 400 Social ETF worth $616K as of Q2 2026.
Parsons Capital Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.03% of Parsons Capital Management's portfolio in Q2 2026, its #351 holding.
Parsons Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 30 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.