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Capital Analysts LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Capital Analysts LLC’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 		$584K Buy
4,101
+788
+24% +$108K 0.01% 467
2026
Q1 		$402K Sell
3,313
-376
-10% -$48.1K 0.01% 493
2025
Q4 		$475K Buy
3,689
+70
+2% +$8.94K 0.01% 440
2025
Q3 		$456K Buy
3,619
+339
+10% +$41K 0.01% 437
2025
Q2 		$381K Buy
3,280
+104
+3% +$11.1K 0.01% 424
2025
Q1 		$325K Buy
3,176
+237
+8% +$25.9K 0.01% 431
2024
Q4 		$324K Buy
2,939
+324
+12% +$36.2K 0.01% 398
2024
Q3 		$284K Sell
2,615
-155
-6% -$16.3K 0.01% 409
2024
Q2 		$288K Buy
2,770
+314
+13% +$31.4K 0.01% 403
2024
Q1 		$248K Buy
2,456
+418
+21% +$40K 0.01% 404
2023
Q4 		$186K Buy
2,038
+267
+15% +$22.7K 0.01% 432
2023
Q3 		$144K Sell
1,771
-104
-6% -$8.82K 0.01% 433
2023
Q2 		$158K Sell
1,875
-21
-1% -$1.67K 0.01% 399
2023
Q1 		$148K Sell
1,896
-213
-10% -$16.1K 0.01% 412
2022
Q4 		$151K Buy
2,109
+81
+4% +$5.82K 0.01% 431
2022
Q3 		$136K Buy
2,028
+982
+94% +$73.7K 0.01% 406
2022
Q2 		$75K Buy
+1,046
New +$81.5K 0.01% 477

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 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Capital Analysts LLC's DSI Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 24% in Q2 2026, buying an estimated $108K and bringing the position to 4,101 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #467.

Capital Analysts LLC first reported a position in DSI in Q2 2022 and has held it in 17 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Capital Analysts LLC held 4,101 shares of iShares MSCI KLD 400 Social ETF worth $584K as of Q2 2026.
  • Capital Analysts LLC bought 788 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $108K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #467 holding.
  • Capital Analysts LLC first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 17 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.