DSI — ISHARES MSCI KLD 400 SOCIAL ETF

Ownership history in Clean Yield Group  ·  7 quarters on record

This page tracks every 13F SEC filing in which Clean Yield Group reported a position in ISHARES MSCI KLD 400 SOCIAL ETF (DSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2020 Q2)
Avg. % of fund
0.02%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED — — — 0.00% $6 $125.29
2025 Q2 REDUCED — -355 -100.0% 0.00% $6 $115.29
2025 Q1 ADDED 355 +305 +610.0% 0.01% $36K $101.40
2023 Q2 REDUCED 50 -50 -50.0% 0.00% $4K $81.65
2023 Q1 REDUCED 100 -70 -41.2% 0.00% $8K $75.48
2020 Q3 REDUCED 170 -1,682 -90.8% 0.01% $22K $60.04
2020 Q2 INITIATED 1,852 — — 0.09% $219K $55.18
% of Fund (quarterly)    DSI price (monthly, adj. close)

Other funds also holding DSI

As of 2025 Q4 — sorted by position size

IMA Advisory Services, Inc. 3Y 7Y 5.02% NORTHSTAR ASSET MANAGEMENT INC 3Y 3.41% TRUE BLUE FINANCIAL, LLC 3.24% TrueWealth Financial Partners 3Y 3.23% NATURAL INVESTMENTS, LLC 3Y 3.17% McClarren Financial Advisors, Inc. 3Y 2.56% Compass Financial Group, Inc. (Ohio) 2.48% Laurel Wealth Planning LLC 3Y 2.46% Manchester Capital Management LLC 3Y 7Y 2.43% Francis Financial, Inc. 3Y 7Y 2.34%
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