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Principal Securities’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,325
Closed -$167K – 1908
2025
Q3 		$167K Sell
1,325
-17
-1% -$2.06K ﹤0.01% 1370
2025
Q2 		$156K Sell
1,342
-614
-31% -$65.4K ﹤0.01% 1343
2025
Q1 		$216K Hold
1,956
– – ﹤0.01% 1098
2024
Q4 		$216K Sell
1,956
-192
-9% -$21.5K ﹤0.01% 1098
2024
Q3 		$234K Sell
2,148
-216
-9% -$22.6K 0.01% 1040
2024
Q2 		$246K Sell
2,364
-65
-3% -$6.5K 0.01% 966
2024
Q1 		$245K Sell
2,429
-144
-6% -$13.8K 0.01% 935
2023
Q4 		$234K Buy
+2,573
New +$218K 0.01% 886

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Principal Securities's DSI Position: Q4 2025 in Review

Principal Securities sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025, closing a stake of 1,325 shares — an estimated $167K sold.

Principal Securities first reported a position in DSI in Q4 2023 and held it in 8 quarters. The position peaked at $246K in Q2 2024. 614 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • Principal Securities reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,325 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $167K.
  • Principal Securities first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares MSCI KLD 400 Social ETF position peaked at $246K in Q2 2024.
  • 614 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.