Princeton Global Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Princeton Global Asset 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	$163K	Buy	1,148 +14	+1%	+$1.92K	0.02%	239
2026 Q1	$137K	Hold	1,134	–	–	0.02%	243
2025 Q4	$146K	Sell	1,134 -36	-3%	-$4.6K	0.02%	232
2025 Q3	$147K	Hold	1,170	–	–	0.02%	216
2025 Q2	$136K	Buy	1,170 +142	+14%	+$15.1K	0.02%	219
2025 Q1	$105K	Buy	1,028 +61	+6%	+$6.66K	0.02%	223
2024 Q4	$107K	Buy	+967	New	+$108K	0.02%	235
2020 Q3	–	Sell	-46,852	Closed	-$2.76M	–	466
2020 Q2	$2.76M	Buy	46,852 +24,852	+113%	+$1.38M	0.86%	35
2020 Q1	$1.07M	Buy	+22,000	New	+$1.26M	0.47%	73

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

Princeton Global Asset Management's DSI Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.2% in Q2 2026, buying an estimated $1.92K and bringing the position to 1,148 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #239.

Princeton Global Asset Management first reported a position in DSI in Q1 2020 and has held it in 9 quarters since. The position peaked at $2.76M in Q2 2020. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Princeton Global Asset Management held 1,148 shares of iShares MSCI KLD 400 Social ETF worth $163K as of Q2 2026.
Princeton Global Asset Management bought 14 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.92K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #239 holding.
Princeton Global Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2020 and has held it in 9 quarters since.
Princeton Global Asset Management's iShares MSCI KLD 400 Social ETF position peaked at $2.76M in Q2 2020.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.