S.A. Mason’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

S.A. Mason’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 Q1	$624K	Sell	5,149 -181	-3%	-$23.1K	0.23%	99
2025 Q4	$687K	Buy	5,330 +678	+15%	+$86.6K	0.27%	89
2025 Q3	$586K	Buy	4,652 +1	+0%	+$121	0.26%	89
2025 Q2	$540K	Buy	+4,651	New	+$495K	0.26%	86
2020 Q2	–	Sell	-200	Closed	-$10K	–	312
2020 Q1	$10K	Hold	200	–	–	0.01%	312
2019 Q4	$12K	Buy	+200	New	+$11.5K	0.01%	331

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

S.A. Mason's DSI Position: Q1 2026 in Review

S.A. Mason reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.4% in Q1 2026, selling an estimated $23.1K and leaving 5,149 shares worth $624K. The position accounts for 0.23% of the portfolio, ranked #99.

S.A. Mason first reported a position in DSI in Q4 2019 and has held it in 6 quarters since. The position peaked at $687K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

S.A. Mason held 5,149 shares of iShares MSCI KLD 400 Social ETF worth $624K as of Q1 2026.
S.A. Mason sold 181 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $23.1K.
iShares MSCI KLD 400 Social ETF made up 0.23% of S.A. Mason's portfolio in Q1 2026, its #99 holding.
S.A. Mason first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 6 quarters since.
S.A. Mason's iShares MSCI KLD 400 Social ETF position peaked at $687K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.