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

Capital Advisors 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
2026 Q2	$236K	Buy	1,660 +1	+0.1%	+$137	0.03%	212
2026 Q1	$201K	Buy	1,659 +1	+0.1%	+$128	0.03%	212
2025 Q4	$214K	Buy	1,658 +2	+0.1%	+$255	0.03%	208
2025 Q3	$209K	Buy	+1,656	New	+$200K	0.03%	206

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

Capital Advisors Wealth Management's DSI Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.06% in Q2 2026, buying an estimated $137 and bringing the position to 1,660 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #212.

Capital Advisors Wealth Management first reported a position in DSI in Q3 2025 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Capital Advisors Wealth Management held 1,660 shares of iShares MSCI KLD 400 Social ETF worth $236K as of Q2 2026.
Capital Advisors Wealth Management bought 1 iShares MSCI KLD 400 Social ETF share in Q2 2026, an estimated $137.
iShares MSCI KLD 400 Social ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #212 holding.
Capital Advisors Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and has held it in 4 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.