American Capital Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

American Capital Advisory’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 Q2	$855	Hold	6	–	–	﹤0.01%	835
2026 Q1	$728	Sell	6 -3	-33%	-$384	﹤0.01%	769
2025 Q4	$1.16K	Hold	9	–	–	﹤0.01%	561
2025 Q3	$1.13K	Hold	9	–	–	﹤0.01%	516
2025 Q2	$1.05K	Hold	9	–	–	﹤0.01%	489
2025 Q1	$922	Sell	9 -37	-80%	-$4.04K	﹤0.01%	442
2024 Q4	$5.07K	Buy	+46	New	+$5.14K	﹤0.01%	346

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

American Capital Advisory's DSI Position: Q2 2026 in Review

American Capital Advisory held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 6 shares worth $855. The position accounts for ﹤0.01% of the portfolio, ranked #835.

American Capital Advisory first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.07K in Q4 2024. 635 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

American Capital Advisory held 6 shares of iShares MSCI KLD 400 Social ETF worth $855 as of Q2 2026.
American Capital Advisory left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #835 holding.
American Capital Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
American Capital Advisory's iShares MSCI KLD 400 Social ETF position peaked at $5.07K in Q4 2024.
635 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.