Ransom Advisory’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
2025
Q4
$21.9K Buy
+170
New +$21.7K 0.01% 293
2025
Q1
Sell
-170
Closed -$18.7K 342
2024
Q4
$18.7K Hold
170
0.01% 306
2024
Q3
$18.5K Hold
170
0.01% 309
2024
Q2
$17.7K Hold
170
0.01% 305
2024
Q1
$17.1K Buy
+170
New +$16.3K 0.01% 257

Other funds holding DSI

Ransom Advisory's DSI Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025: 170 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in DSI as recently as Q4 2024.

Ransom Advisory first reported a position in DSI in Q1 2024 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

  • Ransom Advisory held 170 shares of iShares MSCI KLD 400 Social ETF worth $21.9K as of Q4 2025.
  • iShares MSCI KLD 400 Social ETF was a new Ransom Advisory position in Q4 2025.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #293 holding.
  • Ransom Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.