PCM
DSI icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Parsons Capital Management's DSI Position: Q1 2026 in Review

Parsons Capital Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 4,327 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #343.

Parsons Capital Management first reported a position in DSI in Q1 2019 and has held it in 29 quarters since. The position peaked at $561K in Q2 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Parsons Capital Management held 4,327 shares of iShares MSCI KLD 400 Social ETF worth $524K as of Q1 2026.
  • Parsons Capital Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Parsons Capital Management's portfolio in Q1 2026, its #343 holding.
  • Parsons Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 29 quarters since.
  • Parsons Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $561K in Q2 2025.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.