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

Atlas Capital 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
2025 Q2	$204K	Hold	1,754	–	–	0.02%	403
2025 Q1	$180K	Hold	1,754	–	–	0.02%	423
2024 Q4	$193K	Hold	1,754	–	–	0.02%	393
2024 Q3	$191K	Hold	1,754	–	–	0.03%	375
2024 Q2	$182K	Hold	1,754	–	–	0.02%	398
2024 Q1	$177K	Hold	1,754	–	–	0.03%	388
2023 Q4	$160K	Hold	1,754	–	–	0.02%	412
2023 Q3	$143K	Hold	1,754	–	–	0.02%	394
2023 Q2	$148K	Hold	1,754	–	–	0.02%	411
2023 Q1	$137K	Sell	1,754 -1,161	-40%	-$87.7K	0.02%	420
2022 Q4	$209K	Hold	2,915	–	–	0.04%	337
2022 Q3	$195K	Hold	2,915	–	–	0.04%	347
2022 Q2	$210K	Hold	2,915	–	–	0.04%	360
2022 Q1	$253K	Hold	2,915	–	–	0.04%	315
2021 Q4	$271K	Sell	2,915 -390	-12%	-$35.2K	0.04%	313
2021 Q3	$275K	Hold	3,305	–	–	0.04%	299
2021 Q2	$274K	Hold	3,305	–	–	0.05%	314
2021 Q1	$252K	Hold	3,305	–	–	0.05%	300
2020 Q4	$236K	Sell	3,305 -1	-0%	-$68	0.05%	280
2020 Q3	$212K	Hold	3,306	–	–	0.05%	282
2020 Q2	$195K	Hold	3,306	–	–	0.05%	310
2020 Q1	$161K	Hold	3,306	–	–	0.05%	301
2019 Q4	$199K	Hold	3,306	–	–	0.05%	317
2019 Q3	$183K	Hold	3,306	–	–	0.06%	330
2019 Q2	$181K	Buy	+3,306	New	+$178K	0.06%	305

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Atlas Capital Advisors's DSI Position: Q2 2025 in Review

Atlas Capital Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2025 at 1,754 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #403.

Atlas Capital Advisors first reported a position in DSI in Q2 2019 and has held it in 25 quarters since. The position peaked at $275K in Q3 2021. 561 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

Atlas Capital Advisors held 1,754 shares of iShares MSCI KLD 400 Social ETF worth $204K as of Q2 2025.
Atlas Capital Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2025.
iShares MSCI KLD 400 Social ETF made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2025, its #403 holding.
Atlas Capital Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 25 quarters since.
Atlas Capital Advisors's iShares MSCI KLD 400 Social ETF position peaked at $275K in Q3 2021.
561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.