Clean Yield Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Clean Yield Group’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	$1.14M	Buy	+8,000	New	+$1.1M	0.28%	73
2025 Q3	–	Hold	0	–	–	–	421
2025 Q2	–	Sell	-355	Closed	-$37.8K	–	403
2025 Q1	$36.4K	Buy	+355	New	+$38.7K	0.01%	252
2023 Q3	–	Sell	-50	Closed	-$4.21K	–	389
2023 Q2	$4.21K	Sell	50 -50	-50%	-$3.97K	﹤0.01%	359
2023 Q1	$7.8K	Buy	+100	New	+$7.55K	﹤0.01%	344
2020 Q4	–	Sell	-340	Closed	-$22K	–	424
2020 Q3	$22K	Sell	340 -3,364	-91%	-$212K	0.01%	269
2020 Q2	$219K	Buy	+3,704	New	+$206K	0.09%	115

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

Clean Yield Group's DSI Position: Q2 2026 in Review

Clean Yield Group opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 8,000 shares worth $1.14M. The stake represents 0.28% of the portfolio and ranks #73 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in DSI as recently as Q1 2025.

Clean Yield Group first reported a position in DSI in Q2 2020 and has held it in 6 quarters since. 635 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Clean Yield Group held 8,000 shares of iShares MSCI KLD 400 Social ETF worth $1.14M as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Clean Yield Group position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.28% of Clean Yield Group's portfolio in Q2 2026, its #73 holding.
Clean Yield Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and has held it in 6 quarters since.
635 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.