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 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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

NCM

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Armis Advisers's DSI Position: Q2 2026 in Review

Armis Advisers increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.21% in Q2 2026, buying an estimated $822 and bringing the position to 2,852 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #305.

Armis Advisers first reported a position in DSI in Q4 2024 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Armis Advisers held 2,852 shares of iShares MSCI KLD 400 Social ETF worth $406K as of Q2 2026.
Armis Advisers bought 6 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $822.
iShares MSCI KLD 400 Social ETF made up 0.04% of Armis Advisers's portfolio in Q2 2026, its #305 holding.
Armis Advisers first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 6 quarters since.
136 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.