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

Childress Capital Advisors’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	$4.57M	Sell	32,101 -324	-1%	-$44.4K	0.75%	29
2026 Q1	$3.93M	Hold	32,425	–	–	0.71%	28
2025 Q4	$4.18M	Hold	32,425	–	–	0.67%	32
2025 Q3	$4.08M	Hold	32,425	–	–	0.75%	31
2025 Q2	$3.77M	Hold	32,425	–	–	0.95%	24
2025 Q1	$3.32M	Sell	32,425 -1,505	-4%	-$164K	0.96%	22
2024 Q4	$3.74M	Hold	33,930	–	–	1.04%	23
2024 Q3	$3.69M	Buy	33,930 +4,850	+17%	+$508K	1%	23
2024 Q2	$3.02M	Sell	29,080 -2,591	-8%	-$259K	0.85%	24
2024 Q1	$3.25M	Buy	31,671 +2,591	+9%	+$248K	0.94%	23
2023 Q4	$2.65M	Hold	29,080	–	–	0.79%	28
2023 Q3	$2.37M	Buy	29,080 +2,510	+9%	+$213K	0.78%	27
2023 Q2	$2.24M	Hold	26,570	–	–	0.95%	19
2023 Q1	$2.07M	Sell	26,570 -2,219	-8%	-$168K	0.91%	19
2022 Q4	$2.07M	Buy	28,789 +8,550	+42%	+$615K	0.69%	25
2022 Q3	$1.35M	Sell	20,239 -253	-1%	-$19K	0.53%	38
2022 Q2	$1.47M	Hold	20,492	–	–	0.58%	32
2022 Q1	$1.77M	Hold	20,492	–	–	0.62%	30
2021 Q4	$1.9M	Buy	20,492 +201	+1%	+$18.1K	0.79%	31
2021 Q3	$1.69M	Buy	20,291 +37	+0.2%	+$3.16K	0.69%	29
2021 Q2	$1.68M	Hold	20,254	–	–	0.76%	25
2021 Q1	$1.55M	Buy	+20,254	New	+$1.5M	0.71%	26

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

Childress Capital Advisors's DSI Position: Q2 2026 in Review

Childress Capital Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1% in Q2 2026, selling an estimated $44.4K and leaving 32,101 shares worth $4.57M. The position accounts for 0.75% of the portfolio, ranked #29.

Childress Capital Advisors first reported a position in DSI in Q1 2021 and has held it in 22 quarters since. 635 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Childress Capital Advisors held 32,101 shares of iShares MSCI KLD 400 Social ETF worth $4.57M as of Q2 2026.
Childress Capital Advisors sold 324 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $44.4K.
iShares MSCI KLD 400 Social ETF made up 0.75% of Childress Capital Advisors's portfolio in Q2 2026, its #29 holding.
Childress Capital Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2021 and has held it in 22 quarters since.
635 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.