Ancora Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ancora Advisors’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	$164K	Hold	1,150	–	–	﹤0.01%	773
2026 Q1	$139K	Hold	1,150	–	–	﹤0.01%	819
2025 Q4	$148K	Hold	1,150	–	–	﹤0.01%	815
2025 Q3	$145K	Hold	1,150	–	–	﹤0.01%	788
2025 Q2	$134K	Hold	1,150	–	–	﹤0.01%	812
2025 Q1	$118K	Hold	1,150	–	–	﹤0.01%	823
2024 Q4	$127K	Hold	1,150	–	–	﹤0.01%	815
2024 Q3	$125K	Hold	1,150	–	–	﹤0.01%	783
2024 Q2	$119K	Hold	1,150	–	–	﹤0.01%	773
2024 Q1	$116K	Hold	1,150	–	–	﹤0.01%	781
2023 Q4	$105K	Hold	1,150	–	–	﹤0.01%	792
2023 Q3	$93.6K	Hold	1,150	–	–	﹤0.01%	793
2023 Q2	$96.8K	Hold	1,150	–	–	﹤0.01%	777
2023 Q1	$89.7K	Hold	1,150	–	–	﹤0.01%	793
2022 Q4	$83K	Hold	1,150	–	–	﹤0.01%	860
2022 Q3	$77K	Hold	1,150	–	–	﹤0.01%	972
2022 Q2	$83K	Hold	1,150	–	–	﹤0.01%	1026
2022 Q1	$100K	Hold	1,150	–	–	﹤0.01%	1023
2021 Q4	$107K	Hold	1,150	–	–	﹤0.01%	1003
2021 Q3	$96K	Hold	1,150	–	–	﹤0.01%	992
2021 Q2	$95K	Hold	1,150	–	–	﹤0.01%	928
2021 Q1	$88K	Hold	1,150	–	–	﹤0.01%	916
2020 Q4	$82K	Hold	1,150	–	–	﹤0.01%	781
2020 Q3	$74K	Hold	1,150	–	–	﹤0.01%	778
2020 Q2	$68K	Hold	1,150	–	–	﹤0.01%	774
2020 Q1	$56K	Hold	1,150	–	–	﹤0.01%	859
2019 Q4	$69K	Buy	+1,150	New	+$66.1K	﹤0.01%	837
2018 Q4	–	Sell	-1,150	Closed	-$61K	–	755
2018 Q3	$61K	Buy	+1,150	New	+$60.5K	﹤0.01%	851
2017 Q1	–	Sell	-1,150	Closed	-$47K	–	718
2016 Q4	$47K	Buy	+1,150	New	+$46.5K	﹤0.01%	784

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

Ancora Advisors's DSI Position: Q2 2026 in Review

Ancora Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1,150 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Ancora Advisors first reported a position in DSI in Q4 2016 and has held it in 29 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Ancora Advisors held 1,150 shares of iShares MSCI KLD 400 Social ETF worth $164K as of Q2 2026.
Ancora Advisors 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 Ancora Advisors's portfolio in Q2 2026, its #773 holding.
Ancora Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2016 and has held it in 29 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.