PrairieView Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

PrairieView Partners’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 Q2	$120K	Hold	1,034	–	–	0.01%	154
2025 Q1	$105K	Hold	1,034	–	–	0.01%	154
2024 Q4	$114K	Hold	1,034	–	–	0.01%	152
2024 Q3	$112K	Hold	1,034	–	–	0.01%	150
2024 Q2	$107K	Hold	1,034	–	–	0.01%	155
2024 Q1	$105K	Hold	1,034	–	–	0.01%	142
2023 Q4	$94K	Hold	1,034	–	–	0.01%	141
2023 Q3	$84K	Hold	1,034	–	–	0.01%	142
2023 Q2	$87K	Hold	1,034	–	–	0.01%	164
2023 Q1	$80K	Hold	1,034	–	–	0.01%	152
2022 Q4	$74K	Hold	1,034	–	–	0.01%	154
2022 Q3	$69K	Hold	1,034	–	–	0.01%	153
2022 Q2	$74K	Hold	1,034	–	–	0.01%	160
2022 Q1	$90K	Hold	1,034	–	–	0.01%	160
2021 Q4	$96K	Sell	1,034 -758	-42%	-$68.3K	0.01%	155
2021 Q3	$149K	Hold	1,792	–	–	0.02%	109
2021 Q2	$148K	Hold	1,792	–	–	0.02%	106
2021 Q1	$137K	Sell	1,792 -300	-14%	-$22.2K	0.02%	108
2020 Q4	$150K	Hold	2,092	–	–	0.03%	99
2020 Q3	$134K	Hold	2,092	–	–	0.03%	94
2020 Q2	$123K	Hold	2,092	–	–	0.03%	98
2020 Q1	$102K	Buy	+2,092	New	+$120K	0.03%	103

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

PrairieView Partners's DSI Position: Q2 2025 in Review

PrairieView Partners held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2025 at 1,034 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #154.

PrairieView Partners first reported a position in DSI in Q1 2020 and has held it in 22 quarters since. The position peaked at $150K in Q4 2020. 560 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

PrairieView Partners held 1,034 shares of iShares MSCI KLD 400 Social ETF worth $120K as of Q2 2025.
PrairieView Partners left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2025.
iShares MSCI KLD 400 Social ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #154 holding.
PrairieView Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's iShares MSCI KLD 400 Social ETF position peaked at $150K in Q4 2020.
560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.