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Camelot Portfolios’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Camelot Portfolios’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
Q1 		– Sell
-152
Closed -$19.6K – 285
2025
Q4 		$19.6K Buy
+152
New +$19.4K 0.01% 383

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Camelot Portfolios's DSI Position: Q1 2026 in Review

Camelot Portfolios sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026, closing a stake of 152 shares — an estimated $19.6K sold.

Camelot Portfolios first reported a position in DSI in Q4 2025 and held it in 1 quarter. The position peaked at $19.6K in Q4 2025. 596 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • Camelot Portfolios reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 152 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $19.6K.
  • Camelot Portfolios first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and held it in 1 quarter.
  • Camelot Portfolios's iShares MSCI KLD 400 Social ETF position peaked at $19.6K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.