Armis Advisers
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Armis Advisers’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Armis Advisers’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
Q3 		$423K Sell
2,835
-17
-0.6% -$2.45K 0.04% 309
2026
Q2 		$406K Buy
2,852
+6
+0.2% +$822 0.04% 305
2026
Q1 		$402K Hold
2,846
– – 0.04% 287
2025
Q4 		$345K Buy
+2,846
New +$364K 0.04% 301
2025
Q3 		– Sell
-2,976
Closed -$346K – 379
2025
Q2 		$346K Buy
2,976
+32
+1% +$3.41K 0.03% 336
2025
Q1 		$301K Sell
2,944
-328
-10% -$35.8K 0.03% 320
2024
Q4 		$361K Buy
+3,272
New +$366K 0.04% 232

Other funds holding DSI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Armis Advisers's DSI Position: Q3 2026 in Review

Armis Advisers reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.6% in Q3 2026, selling an estimated $2.45K and leaving 2,835 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #309.

Armis Advisers first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

  • Armis Advisers held 2,835 shares of iShares MSCI KLD 400 Social ETF worth $423K as of Q3 2026.
  • Armis Advisers sold 17 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $2.45K.
  • iShares MSCI KLD 400 Social ETF made up 0.04% of Armis Advisers's portfolio in Q3 2026, its #309 holding.
  • Armis Advisers first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
  • 401 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.