CAWM
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Capital A Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Capital A Wealth Management’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 		– Sell
-302
Closed -$30.9K – 552
2025
Q1 		$30.9K Hold
302
– – 0.03% 187
2024
Q4 		$33.3K Buy
+302
New +$33.7K 0.06% 186

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Capital A Wealth Management's DSI Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2025, closing a stake of 302 shares — an estimated $30.9K sold.

Capital A Wealth Management first reported a position in DSI in Q4 2024 and held it in 2 quarters. The position peaked at $33.3K in Q4 2024. 560 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 302 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $30.9K.
  • Capital A Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $33.3K in Q4 2024.
  • 560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.