Schneider Downs Wealth Management 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
Q2 | $3.11M | Hold |
21,863
| – | – | 0.29% | 38 |
|
|
2026
Q1 | $2.65M | Hold |
21,863
| – | – | 0.29% | 39 |
|
|
2025
Q4 | $2.82M | Hold |
21,863
| – | – | 0.32% | 37 |
|
|
2025
Q3 | $2.75M | Hold |
21,863
| – | – | 0.33% | 35 |
|
|
2025
Q2 | $2.54M | Hold |
21,863
| – | – | 0.38% | 37 |
|
|
2025
Q1 | $2.24M | Sell |
21,863
-716
| -3% | -$78.1K | 0.41% | 32 |
|
|
2024
Q4 | $2.49M | Hold |
22,579
| – | – | 0.47% | 31 |
|
|
2024
Q3 | $2.46M | Hold |
22,579
| – | – | 0.5% | 31 |
|
|
2024
Q2 | $2.34M | Buy |
22,579
+12,200
| +118% | +$1.22M | 0.52% | 30 |
|
|
2024
Q1 | $1.05M | Hold |
10,379
| – | – | 0.24% | 52 |
|
|
2023
Q4 | $945K | Hold |
10,379
| – | – | 0.25% | 50 |
|
|
2023
Q3 | $845K | Hold |
10,379
| – | – | 0.2% | 47 |
|
|
2023
Q2 | $874K | Hold |
10,379
| – | – | 0.2% | 49 |
|
|
2023
Q1 | $809K | Hold |
10,379
| – | – | 0.17% | 48 |
|
|
2022
Q4 | $745K | Hold |
10,379
| – | – | 0.16% | 49 |
|
|
2022
Q3 | $695K | Hold |
10,379
| – | – | 0.2% | 43 |
|
|
2022
Q2 | $746K | Hold |
10,379
| – | – | 0.21% | 49 |
|
|
2022
Q1 | $899K | Hold |
10,379
| – | – | 0.23% | 44 |
|
|
2021
Q4 | $964K | Sell |
10,379
-821
| -7% | -$74K | 0.23% | 48 |
|
|
2021
Q3 | $932K | Hold |
11,200
| – | – | 0.24% | 48 |
|
|
2021
Q2 | $928K | Hold |
11,200
| – | – | 0.24% | 41 |
|
|
2021
Q1 | $855K | Hold |
11,200
| – | – | 0.21% | 40 |
|
|
2020
Q4 | $801K | Hold |
11,200
| – | – | 0.22% | 38 |
|
|
2020
Q3 | $717K | Hold |
11,200
| – | – | 0.24% | 36 |
|
|
2020
Q2 | $661K | Hold |
11,200
| – | – | 0.23% | 38 |
|
|
2020
Q1 | $545K | Buy |
+11,200
| New | +$643K | 0.2% | 42 |
|
|
2018
Q4 | – | Sell |
-7,210
| Closed | -$385K | – | 67 |
|
|
2018
Q3 | $385K | Buy |
+7,210
| New | +$380K | 0.24% | 35 |
|
|
2018
Q2 | – | Sell |
-8,444
| Closed | -$413K | – | 54 |
|
|
2018
Q1 | $413K | Buy |
+8,444
| New | +$426K | 0.23% | 29 |
|
|
2017
Q2 | – | Sell |
-10,838
| Closed | -$470K | – | 46 |
|
|
2017
Q1 | $470K | Hold |
10,838
| – | – | 0.32% | 24 |
|
|
2016
Q4 | $446K | Hold |
10,838
| – | – | 0.3% | 21 |
|
|
2016
Q3 | $436K | Hold |
10,838
| – | – | 0.28% | 22 |
|
|
2016
Q2 | $419K | Hold |
10,838
| – | – | 0.28% | 21 |
|
|
2016
Q1 | $415K | Buy |
+10,838
| New | +$392K | 0.29% | 17 |
|
Other funds holding DSI
IAS
Schneider Downs Wealth Management Advisors's DSI Position: Q2 2026 in Review
Schneider Downs Wealth Management Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 21,863 shares worth $3.11M. The position accounts for 0.29% of the portfolio, ranked #38.
Schneider Downs Wealth Management Advisors first reported a position in DSI in Q1 2016 and has held it in 33 quarters since. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Schneider Downs Wealth Management Advisors held 21,863 shares of iShares MSCI KLD 400 Social ETF worth $3.11M as of Q2 2026.
- Schneider Downs Wealth Management Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
- iShares MSCI KLD 400 Social ETF made up 0.29% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #38 holding.
- Schneider Downs Wealth Management Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2016 and has held it in 33 quarters since.
- 632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.