Canandaigua National Corp’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Canandaigua National Corp’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	$708K	Buy	+5,840	New	+$747K	0.06%	209

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Canandaigua National Corp's DSI Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026: 5,840 shares worth $708K. The stake represents 0.06% of the portfolio and ranks #209 among its holdings.

590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Canandaigua National Corp held 5,840 shares of iShares MSCI KLD 400 Social ETF worth $708K as of Q1 2026.
iShares MSCI KLD 400 Social ETF was a new Canandaigua National Corp position in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.06% of Canandaigua National Corp's portfolio in Q1 2026, its #209 holding.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.