Pittenger & Anderson Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $91.8K | Hold |
645
| – | – | ﹤0.01% | 284 |
|
|
2026
Q1 | $78.2K | Hold |
645
| – | – | ﹤0.01% | 287 |
|
|
2025
Q4 | $83.1K | Sell |
645
-340
| -35% | -$43.4K | ﹤0.01% | 275 |
|
|
2025
Q3 | $124K | Hold |
985
| – | – | ﹤0.01% | 250 |
|
|
2025
Q2 | $114K | Hold |
985
| – | – | ﹤0.01% | 244 |
|
|
2025
Q1 | $101K | Sell |
985
-250
| -20% | -$27.3K | ﹤0.01% | 250 |
|
|
2024
Q4 | $136K | Hold |
1,235
| – | – | ﹤0.01% | 240 |
|
|
2024
Q3 | $134K | Hold |
1,235
| – | – | 0.01% | 255 |
|
|
2024
Q2 | $128K | Hold |
1,235
| – | – | 0.01% | 250 |
|
|
2024
Q1 | $125K | Hold |
1,235
| – | – | 0.01% | 252 |
|
|
2023
Q4 | $112K | Hold |
1,235
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $101K | Hold |
1,235
| – | – | 0.01% | 244 |
|
|
2023
Q2 | $104K | Hold |
1,235
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $96.3K | Hold |
1,235
| – | – | 0.01% | 247 |
|
|
2022
Q4 | $88.7K | Sell |
1,235
-920
| -43% | -$66.1K | ﹤0.01% | 247 |
|
|
2022
Q3 | $144K | Sell |
2,155
-1,400
| -39% | -$105K | 0.01% | 214 |
|
|
2022
Q2 | $256K | Buy |
3,555
+50
| +1% | +$3.9K | 0.01% | 182 |
|
|
2022
Q1 | $304K | Hold |
3,505
| – | – | 0.01% | 184 |
|
|
2021
Q4 | $326K | Buy |
3,505
+2,335
| +200% | +$211K | 0.02% | 185 |
|
|
2021
Q3 | $97K | Hold |
1,170
| – | – | ﹤0.01% | 236 |
|
|
2021
Q2 | $97K | Hold |
1,170
| – | – | 0.01% | 234 |
|
|
2021
Q1 | $89K | Hold |
1,170
| – | – | ﹤0.01% | 237 |
|
|
2020
Q4 | $84K | Buy |
1,170
+10
| +0.9% | +$678 | ﹤0.01% | 234 |
|
|
2020
Q3 | $74K | Sell |
1,160
-1,204
| -51% | -$76K | ﹤0.01% | 234 |
|
|
2020
Q2 | $139K | Buy |
2,364
+168
| +8% | +$9.34K | 0.01% | 207 |
|
|
2020
Q1 | $107K | Buy |
2,196
+32
| +1% | +$1.84K | 0.01% | 213 |
|
|
2019
Q4 | $130K | Sell |
2,164
-46
| -2% | -$2.64K | 0.01% | 235 |
|
|
2019
Q3 | $123K | Buy |
2,210
+280
| +15% | +$15.5K | 0.01% | 234 |
|
|
2019
Q2 | $106K | Hold |
1,930
| – | – | 0.01% | 235 |
|
|
2019
Q1 | $102K | Sell |
1,930
-136
| -7% | -$6.9K | 0.01% | 233 |
|
|
2018
Q4 | $96K | Sell |
2,066
-150
| -7% | -$7.42K | 0.01% | 233 |
|
|
2018
Q3 | $118K | Buy |
2,216
+698
| +46% | +$36.7K | 0.01% | 233 |
|
|
2018
Q2 | $77K | Sell |
1,518
-40
| -3% | -$2.01K | 0.01% | 245 |
|
|
2018
Q1 | $76K | Sell |
1,558
-226
| -13% | -$11.4K | 0.01% | 251 |
|
|
2017
Q4 | $88K | Sell |
1,784
-132
| -7% | -$6.33K | 0.01% | 243 |
|
|
2017
Q3 | $89K | Sell |
1,916
-128
| -6% | -$5.82K | 0.01% | 241 |
|
|
2017
Q2 | $91K | Buy |
+2,044
| New | +$90.4K | 0.01% | 242 |
|
Other funds holding DSI
IAS
Pittenger & Anderson Inc's DSI Position: Q2 2026 in Review
Pittenger & Anderson Inc held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 645 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #284.
Pittenger & Anderson Inc first reported a position in DSI in Q2 2017 and has held it in 37 quarters since. The position peaked at $326K in Q4 2021. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Pittenger & Anderson Inc held 645 shares of iShares MSCI KLD 400 Social ETF worth $91.8K as of Q2 2026.
- Pittenger & Anderson Inc 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 Pittenger & Anderson Inc's portfolio in Q2 2026, its #284 holding.
- Pittenger & Anderson Inc first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2017 and has held it in 37 quarters since.
- Pittenger & Anderson Inc's iShares MSCI KLD 400 Social ETF position peaked at $326K in Q4 2021.
- 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.