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Towercrest Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Towercrest Capital Management’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
-1,854
Closed -$204K – 92
2024
Q4 		$204K Hold
1,854
– – 0.03% 103
2024
Q3 		$202K Buy
+1,854
New +$194K 0.03% 100

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Bank of New York Mellon
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LPL Financial
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Ameriprise
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UBS Group
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Envestnet Portfolio Solutions
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IAS
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Towercrest Capital Management's DSI Position: Q1 2025 in Review

Towercrest Capital Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2025, closing a stake of 1,854 shares — an estimated $204K sold.

Towercrest Capital Management first reported a position in DSI in Q3 2024 and held it in 2 quarters. The position peaked at $204K in Q4 2024. 546 funds tracked by Wall St. Rank hold DSI as of Q1 2025.

  • Towercrest Capital Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2025 after selling out during the quarter.
  • Towercrest Capital Management sold 1,854 iShares MSCI KLD 400 Social ETF shares in Q1 2025, an estimated $204K.
  • Towercrest Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and held it in 2 quarters.
  • Towercrest Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $204K in Q4 2024.
  • 546 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2025.

Based on Towercrest Capital Management's 13F filing for Q1 2025, filed 8 May 2025.