Aspiriant LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Aspiriant LLC’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	$7.83M	Buy	54,986 +140	+0.3%	+$19.2K	0.19%	56
2026 Q1	$6.65M	Hold	54,846	–	–	0.19%	60
2025 Q4	$7.07M	Buy	54,846 +41,352	+306%	+$5.28M	0.2%	60
2025 Q3	$1.7M	Hold	13,494	–	–	0.05%	111
2025 Q2	$1.57M	Hold	13,494	–	–	0.05%	118
2025 Q1	$1.38M	Hold	13,494	–	–	0.05%	118
2024 Q4	$1.49M	Buy	13,494 +7,256	+116%	+$811K	0.05%	117
2024 Q3	$679K	Sell	6,238 -3,838	-38%	-$402K	0.03%	169
2024 Q2	$1.05M	Buy	10,076 +3,838	+62%	+$384K	0.04%	134
2024 Q1	$629K	Buy	+6,238	New	+$597K	0.03%	172

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

Aspiriant LLC's DSI Position: Q2 2026 in Review

Aspiriant LLC increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.26% in Q2 2026, buying an estimated $19.2K and bringing the position to 54,986 shares worth $7.83M. The position accounts for 0.19% of the portfolio, ranked #56.

Aspiriant LLC first reported a position in DSI in Q1 2024 and has held it in 10 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Aspiriant LLC held 54,986 shares of iShares MSCI KLD 400 Social ETF worth $7.83M as of Q2 2026.
Aspiriant LLC bought 140 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $19.2K.
iShares MSCI KLD 400 Social ETF made up 0.19% of Aspiriant LLC's portfolio in Q2 2026, its #56 holding.
Aspiriant LLC first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 10 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.