Sandy Spring Bank’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
Q1 | $71.7K | Hold |
700
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $77.2K | Hold |
700
| – | – | ﹤0.01% | 501 |
|
|
2024
Q3 | $76.2K | Hold |
700
| – | – | ﹤0.01% | 509 |
|
|
2024
Q2 | $72.7K | Hold |
700
| – | – | ﹤0.01% | 514 |
|
|
2024
Q1 | $70.6K | Hold |
700
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $63.7K | Buy |
700
+240
| +52% | +$20.4K | ﹤0.01% | 518 |
|
|
2023
Q3 | $37.4K | Hold |
460
| – | – | ﹤0.01% | 596 |
|
|
2023
Q2 | $38.7K | Hold |
460
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $35.9K | Hold |
460
| – | – | ﹤0.01% | 591 |
|
|
2022
Q4 | $33K | Hold |
460
| – | – | ﹤0.01% | 602 |
|
|
2022
Q3 | $31K | Hold |
460
| – | – | ﹤0.01% | 588 |
|
|
2022
Q2 | $33K | Hold |
460
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $40K | Hold |
460
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $43K | Hold |
460
| – | – | ﹤0.01% | 604 |
|
|
2021
Q3 | $38K | Hold |
460
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $38K | Hold |
460
| – | – | ﹤0.01% | 634 |
|
|
2021
Q1 | $35K | Hold |
460
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $33K | Hold |
460
| – | – | ﹤0.01% | 559 |
|
|
2020
Q3 | $29K | Hold |
460
| – | – | ﹤0.01% | 544 |
|
|
2020
Q2 | $27K | Hold |
460
| – | – | ﹤0.01% | 552 |
|
|
2020
Q1 | $22K | Hold |
460
| – | – | ﹤0.01% | 559 |
|
|
2019
Q4 | $28K | Hold |
460
| – | – | ﹤0.01% | 551 |
|
|
2019
Q3 | $26K | Hold |
460
| – | – | ﹤0.01% | 574 |
|
|
2019
Q2 | $25K | Hold |
460
| – | – | ﹤0.01% | 571 |
|
|
2019
Q1 | $24K | Buy |
460
+320
| +229% | +$16.2K | ﹤0.01% | 549 |
|
|
2018
Q4 | $7K | Hold |
140
| – | – | ﹤0.01% | 694 |
|
|
2018
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 700 |
|
|
2018
Q2 | $7K | Hold |
140
| – | – | ﹤0.01% | 689 |
|
|
2018
Q1 | $7K | Sell |
140
-40
| -22% | -$2.02K | ﹤0.01% | 717 |
|
|
2017
Q4 | $9K | Hold |
180
| – | – | ﹤0.01% | 698 |
|
|
2017
Q3 | $8K | Hold |
180
| – | – | ﹤0.01% | 695 |
|
|
2017
Q2 | $8K | Hold |
180
| – | – | ﹤0.01% | 711 |
|
|
2017
Q1 | $8K | Sell |
180
-120
| -40% | -$5.13K | ﹤0.01% | 716 |
|
|
2016
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 631 |
|
|
2016
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 604 |
|
|
2016
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 619 |
|
|
2016
Q1 | $11K | Buy |
+300
| New | +$10.8K | ﹤0.01% | 646 |
|
Other funds holding DSI
IAS
Sandy Spring Bank's DSI Position: Q1 2025 in Review
Sandy Spring Bank held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2025 at 700 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #514.
Sandy Spring Bank first reported a position in DSI in Q1 2016 and has held it in 37 quarters since. The position peaked at $77.2K in Q4 2024. 545 funds tracked by Wall St. Rank hold DSI as of Q1 2025.
- Sandy Spring Bank held 700 shares of iShares MSCI KLD 400 Social ETF worth $71.7K as of Q1 2025.
- Sandy Spring Bank left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2025.
- iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #514 holding.
- Sandy Spring Bank first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2016 and has held it in 37 quarters since.
- Sandy Spring Bank's iShares MSCI KLD 400 Social ETF position peaked at $77.2K in Q4 2024.
- 545 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.
Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.