Cambridge Investment Research Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cambridge Investment Research 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
2026 Q2	$9.47M	Buy	66,537 +2,007	+3%	+$275K	0.02%	700
2026 Q1	$7.82M	Sell	64,530 -3,436	-5%	-$439K	0.02%	720
2025 Q4	$8.76M	Sell	67,966 -2,198	-3%	-$281K	0.02%	638
2025 Q3	$8.84M	Sell	70,164 -973	-1%	-$118K	0.02%	625
2025 Q2	$8.26M	Buy	71,137 +1,569	+2%	+$167K	0.03%	622
2025 Q1	$7.12M	Sell	69,568 -16,342	-19%	-$1.78M	0.02%	633
2024 Q4	$9.47M	Buy	85,910 +2,704	+3%	+$302K	0.03%	508
2024 Q3	$9.05M	Sell	83,206 -1,027	-1%	-$108K	0.03%	548
2024 Q2	$8.75M	Buy	84,233 +12,484	+17%	+$1.25M	0.03%	523
2024 Q1	$7.23M	Buy	71,749 +2,280	+3%	+$218K	0.03%	576
2023 Q4	$6.33M	Buy	69,469 +10,459	+18%	+$887K	0.03%	591
2023 Q3	$4.8M	Sell	59,010 -6,142	-9%	-$521K	0.02%	669
2023 Q2	$5.48M	Sell	65,152 -1,537	-2%	-$122K	0.03%	618
2023 Q1	$5.2M	Sell	66,689 -42,726	-39%	-$3.23M	0.03%	610
2022 Q4	$7.86M	Buy	109,415 +9,369	+9%	+$673K	0.04%	428
2022 Q3	$6.7M	Buy	100,046 +27,420	+38%	+$2.06M	0.04%	446
2022 Q2	$5.22M	Buy	72,626 +8,734	+14%	+$680K	0.03%	574
2022 Q1	$5.53M	Sell	63,892 -397	-0.6%	-$34K	0.03%	590
2021 Q4	$5.97M	Buy	64,289 +4,240	+7%	+$382K	0.03%	576
2021 Q3	$5M	Buy	60,049 +3,004	+5%	+$257K	0.02%	608
2021 Q2	$4.72M	Buy	57,045 +2,428	+4%	+$195K	0.02%	645
2021 Q1	$4.17M	Sell	54,617 -11,275	-17%	-$835K	0.02%	639
2020 Q4	$4.71M	Sell	65,892 -11,080	-14%	-$751K	0.03%	549
2020 Q3	$4.92M	Buy	76,972 +3,666	+5%	+$231K	0.03%	469
2020 Q2	$4.33M	Buy	73,306 +6,112	+9%	+$340K	0.03%	491
2020 Q1	$3.27M	Sell	67,194 -10,560	-14%	-$606K	0.03%	499
2019 Q4	$4.67M	Sell	77,754 -2,076	-3%	-$119K	0.04%	493
2019 Q3	$4.43M	Sell	79,830 -2,308	-3%	-$128K	0.04%	464
2019 Q2	$4.49M	Buy	82,138 +1,012	+1%	+$54.4K	0.04%	426
2019 Q1	$4.28M	Sell	81,126 -111,902	-58%	-$5.68M	0.04%	420
2018 Q4	$8.98M	Buy	193,028 +1,648	+0.9%	+$81.5K	0.1%	200
2018 Q3	$10.2M	Sell	191,380 -6,710	-3%	-$353K	0.1%	202
2018 Q2	$10M	Sell	198,090 -11,524	-5%	-$579K	0.11%	190
2018 Q1	$10.2M	Buy	209,614 +3,474	+2%	+$175K	0.12%	174
2017 Q4	$10.1M	Buy	206,140 +9,688	+5%	+$465K	0.12%	177
2017 Q3	$9.12M	Buy	196,452 +130,882	+200%	+$5.96M	0.12%	158
2017 Q2	$2.93M	Buy	65,570 +17,168	+35%	+$759K	0.04%	390
2017 Q1	$2.1M	Sell	48,402 -3,816	-7%	-$163K	0.04%	433
2016 Q4	$2.15M	Buy	52,218 +19,552	+60%	+$790K	0.04%	413
2016 Q3	$1.31M	Buy	32,666 +3,958	+14%	+$159K	0.02%	566
2016 Q2	$1.11M	Buy	28,708 +452	+2%	+$17.4K	0.02%	561
2016 Q1	$1.08M	Sell	28,256 -10,164	-26%	-$368K	0.02%	537
2015 Q4	$1.45M	Sell	38,420 -162	-0.4%	-$6.16K	0.03%	435
2015 Q3	$1.37M	Buy	+38,582	New	+$1.45M	0.04%	396

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

Cambridge Investment Research Advisors's DSI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.1% in Q2 2026, buying an estimated $275K and bringing the position to 66,537 shares worth $9.47M. The position accounts for 0.02% of the portfolio, ranked #700.

Cambridge Investment Research Advisors first reported a position in DSI in Q3 2015 and has held it in 44 quarters since. The position peaked at $10.2M in Q1 2018. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Cambridge Investment Research Advisors held 66,537 shares of iShares MSCI KLD 400 Social ETF worth $9.47M as of Q2 2026.
Cambridge Investment Research Advisors bought 2,007 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $275K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #700 holding.
Cambridge Investment Research Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2015 and has held it in 44 quarters since.
Cambridge Investment Research Advisors's iShares MSCI KLD 400 Social ETF position peaked at $10.2M in Q1 2018.
632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.