Prism Advisors’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
Q1 | $715K | Buy |
5,902
+1,711
| +41% | +$219K | 0.19% | 53 |
|
|
2025
Q4 | $540K | Sell |
4,191
-206
| -5% | -$26.3K | 0.14% | 57 |
|
|
2025
Q3 | $554K | Buy |
4,397
+123
| +3% | +$14.9K | 0.15% | 57 |
|
|
2025
Q2 | $496K | Sell |
4,274
-1,103
| -21% | -$117K | 0.14% | 56 |
|
|
2025
Q1 | $551K | Sell |
5,377
-730
| -12% | -$79.6K | 0.17% | 44 |
|
|
2024
Q4 | $673K | Sell |
6,107
-389
| -6% | -$43.5K | 0.2% | 40 |
|
|
2024
Q3 | $707K | Sell |
6,496
-10
| -0.2% | -$1.05K | 0.2% | 41 |
|
|
2024
Q2 | $676K | Sell |
6,506
-130
| -2% | -$13K | 0.2% | 40 |
|
|
2024
Q1 | $669K | Sell |
6,636
-123
| -2% | -$11.8K | 0.2% | 36 |
|
|
2023
Q4 | $615K | Sell |
6,759
-21,667
| -76% | -$1.84M | 0.2% | 40 |
|
|
2023
Q3 | $1.13M | Buy |
28,426
+18,493
| +186% | +$1.57M | 0.4% | 26 |
|
|
2023
Q2 | $836K | Buy |
9,933
+86
| +0.9% | +$6.83K | 0.28% | 32 |
|
|
2023
Q1 | $768K | Sell |
9,847
-1,081
| -10% | -$81.7K | 0.27% | 32 |
|
|
2022
Q4 | $785K | Buy |
10,928
+101
| +0.9% | +$7.26K | 0.29% | 29 |
|
|
2022
Q3 | $725K | Buy |
10,827
+55
| +0.5% | +$4.13K | 0.29% | 36 |
|
|
2022
Q2 | $775K | Buy |
10,772
+438
| +4% | +$34.1K | 0.29% | 31 |
|
|
2022
Q1 | $895K | Buy |
10,334
+2,958
| +40% | +$254K | 0.3% | 29 |
|
|
2021
Q4 | $685K | Buy |
7,376
+3,020
| +69% | +$272K | 0.22% | 33 |
|
|
2021
Q3 | $362K | Sell |
4,356
-129
| -3% | -$11K | 0.13% | 38 |
|
|
2021
Q2 | $371K | Buy |
4,485
+572
| +15% | +$46K | 0.13% | 39 |
|
|
2021
Q1 | $299K | Buy |
3,913
+127
| +3% | +$9.4K | 0.11% | 39 |
|
|
2020
Q4 | $271K | Buy |
3,786
+168
| +5% | +$11.4K | 0.1% | 43 |
|
|
2020
Q3 | $231K | Sell |
3,618
-2,598
| -42% | -$164K | 0.1% | 42 |
|
|
2020
Q2 | $367K | Buy |
6,216
+230
| +4% | +$12.8K | 0.16% | 37 |
|
|
2020
Q1 | $291K | Buy |
5,986
+1,218
| +26% | +$69.9K | 0.19% | 53 |
|
|
2019
Q4 | $286K | Sell |
4,768
-50
| -1% | -$2.87K | 0.14% | 52 |
|
|
2019
Q3 | $267K | Buy |
4,818
+26
| +0.5% | +$1.44K | 0.15% | 49 |
|
|
2019
Q2 | $262K | Buy |
4,792
+46
| +1% | +$2.47K | 0.15% | 50 |
|
|
2019
Q1 | $250K | Buy |
4,746
+256
| +6% | +$13K | 0.14% | 51 |
|
|
2018
Q4 | $209K | Buy |
4,490
+28
| +0.6% | +$1.39K | 0.13% | 51 |
|
|
2018
Q3 | $223K | Sell |
4,462
-288
| -6% | -$15.2K | 0.13% | 51 |
|
|
2018
Q2 | $244K | Hold |
4,750
| – | – | 0.13% | 51 |
|
|
2018
Q1 | $240K | Sell |
4,750
-980
| -17% | -$49.5K | 0.14% | 49 |
|
|
2017
Q4 | $281K | Buy |
+5,730
| New | +$275K | 0.15% | 44 |
|
Other funds holding DSI
IAS
Prism Advisors's DSI Position: Q1 2026 in Review
Prism Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 41% in Q1 2026, buying an estimated $219K and bringing the position to 5,902 shares worth $715K. The position accounts for 0.19% of the portfolio, ranked #53.
Prism Advisors first reported a position in DSI in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.13M in Q3 2023. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.
- Prism Advisors held 5,902 shares of iShares MSCI KLD 400 Social ETF worth $715K as of Q1 2026.
- Prism Advisors bought 1,711 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $219K.
- iShares MSCI KLD 400 Social ETF made up 0.19% of Prism Advisors's portfolio in Q1 2026, its #53 holding.
- Prism Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2017 and has held it in 34 quarters since.
- Prism Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.13M in Q3 2023.
- 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.
Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.