Peoples Bank (Ohio)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Peoples Bank (Ohio)’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 Q1	–	Sell	-2,611	Closed	-$288K	–	98
2024 Q4	$288K	Sell	2,611 -1,074	-29%	-$120K	0.17%	77
2024 Q3	$401K	Sell	3,685 -182	-5%	-$19.1K	0.2%	74
2024 Q2	$402K	Sell	3,867 -629	-14%	-$62.9K	0.21%	72
2024 Q1	$453K	Sell	4,496 -1,028	-19%	-$98.3K	0.25%	65
2023 Q4	$503K	Sell	5,524 -164	-3%	-$13.9K	0.3%	62
2023 Q3	$463K	Sell	5,688 -776	-12%	-$65.8K	0.3%	61
2023 Q2	$544K	Sell	6,464 -134	-2%	-$10.7K	0.33%	56
2023 Q1	$515K	Sell	6,598 -303	-4%	-$22.9K	0.33%	53
2022 Q4	$495K	Sell	6,901 -698	-9%	-$50.2K	0.32%	59
2022 Q3	$509K	Sell	7,599 -557	-7%	-$41.8K	0.34%	61
2022 Q2	$586K	Hold	8,156	–	–	0.36%	56
2022 Q1	$706K	Sell	8,156 -125	-2%	-$10.7K	0.35%	56
2021 Q4	$769K	Sell	8,281 -15	-0.2%	-$1.35K	0.38%	50
2021 Q3	$690K	Sell	8,296 -45	-0.5%	-$3.85K	0.37%	49
2021 Q2	$691K	Sell	8,341 -350	-4%	-$28.2K	0.36%	50
2021 Q1	$664K	Sell	8,691 -577	-6%	-$42.7K	0.36%	48
2020 Q4	$663K	Sell	9,268 -32	-0.3%	-$2.17K	0.39%	43
2020 Q3	$595K	Hold	9,300	–	–	0.4%	45
2020 Q2	$549K	Sell	9,300 -120	-1%	-$6.67K	0.39%	46
2020 Q1	$459K	Sell	9,420 -630	-6%	-$36.2K	0.38%	46
2019 Q4	$604K	Sell	10,050 -580	-5%	-$33.3K	0.37%	46
2019 Q3	$589K	Sell	10,630 -208	-2%	-$11.5K	0.38%	45
2019 Q2	$593K	Sell	10,838 -1,592	-13%	-$85.5K	0.37%	48
2019 Q1	$656K	Sell	12,430 -370	-3%	-$18.8K	0.41%	40
2018 Q4	$595K	Sell	12,800 -50	-0.4%	-$2.47K	0.4%	42
2018 Q3	$686K	Sell	12,850 -800	-6%	-$42.1K	0.4%	39
2018 Q2	$689K	Sell	13,650 -4,850	-26%	-$243K	0.4%	39
2018 Q1	$904K	Sell	18,500 -1,574	-8%	-$79.4K	0.53%	29
2017 Q4	$986K	Sell	20,074 -1,044	-5%	-$50.1K	0.56%	26
2017 Q3	$980K	Sell	21,118 -824	-4%	-$37.5K	0.54%	27
2017 Q2	$980K	Sell	21,942 -450	-2%	-$19.9K	0.55%	27
2017 Q1	$971K	Sell	22,392 -118	-0.5%	-$5.05K	0.55%	28
2016 Q4	$927K	Sell	22,510 -130	-0.6%	-$5.25K	0.54%	28
2016 Q3	$911K	Sell	22,640 -90	-0.4%	-$3.61K	0.56%	27
2016 Q2	$879K	Sell	22,730 -200	-0.9%	-$7.69K	0.55%	28
2016 Q1	$878K	Hold	22,930	–	–	0.56%	27
2015 Q4	$868K	Buy	+22,930	New	+$872K	0.51%	28

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IAS

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

Peoples Bank (Ohio)'s DSI Position: Q1 2025 in Review

Peoples Bank (Ohio) sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 2,611 shares — an estimated $288K sold.

Peoples Bank (Ohio) first reported a position in DSI in Q4 2015 and held it in 37 quarters. The position peaked at $986K in Q4 2017. 546 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

Peoples Bank (Ohio) reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
Peoples Bank (Ohio) sold 2,611 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $288K.
Peoples Bank (Ohio) first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2015 and held it in 37 quarters.
Peoples Bank (Ohio)'s iShares MSCI KLD 400 Social ETF position peaked at $986K in Q4 2017.
546 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2025, filed 30 Apr 2025.