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PSI Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

PSI Advisors’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
Q1 		– Sell
-217
Closed -$23.8K – 790
2024
Q4 		$23.8K Buy
217
+1
+0.5% +$112 0.01% 395
2024
Q3 		$23.5K Hold
216
– – 0.01% 397
2024
Q2 		$22.4K Buy
216
+1
+0.5% +$100 0.01% 384
2024
Q1 		$21.7K Sell
215
-98
-31% -$9.37K 0.01% 386
2023
Q4 		$28.5K Buy
313
+21
+7% +$1.78K 0.01% 350
2023
Q3 		$23.8K Buy
292
+40
+16% +$3.39K 0.01% 357
2023
Q2 		$21.2K Hold
252
– – 0.01% 382
2023
Q1 		$19.7K Hold
252
– – 0.01% 338
2022
Q4 		$18.1K Hold
252
– – 0.01% 332
2022
Q3 		$17K Buy
252
+1
+0.4% +$75 0.01% 346
2022
Q2 		$18K Sell
251
-5
-2% -$389 0.01% 364
2022
Q1 		$22K Buy
256
+5
+2% +$429 0.01% 355
2021
Q4 		$23K Hold
251
– – 0.01% 376
2021
Q3 		$21K Buy
+251
New +$21.5K 0.01% 379
2020
Q1 		– Sell
-248
Closed -$15K – 229
2019
Q4 		$15K Buy
+248
New +$14.2K 0.01% 413

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

PSI Advisors's DSI Position: Q1 2025 in Review

PSI Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 217 shares — an estimated $23.8K sold.

PSI Advisors first reported a position in DSI in Q4 2019 and held it in 15 quarters. The position peaked at $28.5K in Q4 2023. 546 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

  • PSI Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 217 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $23.8K.
  • PSI Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and held it in 15 quarters.
  • PSI Advisors's iShares MSCI KLD 400 Social ETF position peaked at $28.5K in Q4 2023.
  • 546 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.