Archer Investment Corporation’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Archer Investment Corporation’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	$63.4K	Buy	445 +141	+46%	+$19.3K	0.01%	494
2026 Q1	$36.8K	Hold	304	–	–	0.01%	579
2025 Q4	$39.2K	Hold	304	–	–	0.01%	510
2025 Q3	$38.3K	Hold	304	–	–	0.01%	519
2025 Q2	$35.3K	Hold	304	–	–	0.01%	519
2025 Q1	$31.1K	Hold	304	–	–	0.01%	522
2024 Q4	$33.5K	Hold	304	–	–	0.01%	498
2024 Q3	$33.1K	Hold	304	–	–	0.01%	496
2024 Q2	$31.6K	Hold	304	–	–	0.01%	481
2024 Q1	$30.6K	Hold	304	–	–	0.01%	474
2023 Q4	$27.7K	Hold	304	–	–	0.01%	485
2023 Q3	$24.7K	Hold	304	–	–	0.01%	480
2023 Q2	$25.6K	Buy	+304	New	+$24.2K	0.01%	474
2021 Q3	–	Sell	-153	Closed	-$12.7K	–	723
2021 Q2	$12.7K	Hold	153	–	–	0.01%	440
2021 Q1	$11.7K	Buy	+153	New	+$11.3K	﹤0.01%	523

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

IAS

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Archer Investment Corporation's DSI Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 46% in Q2 2026, buying an estimated $19.3K and bringing the position to 445 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #494.

Archer Investment Corporation first reported a position in DSI in Q1 2021 and has held it in 15 quarters since. 512 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Archer Investment Corporation held 445 shares of iShares MSCI KLD 400 Social ETF worth $63.4K as of Q2 2026.
Archer Investment Corporation bought 141 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $19.3K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #494 holding.
Archer Investment Corporation first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 15 quarters since.
512 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.