Clear Harbor Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Clear Harbor Asset 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	$1.73M	Buy	12,174 +1	+0%	+$137	0.11%	148
2026 Q1	$1.48M	Hold	12,173	–	–	0.1%	167
2025 Q4	$1.57M	Hold	12,173	–	–	0.11%	143
2025 Q3	$1.53M	Sell	12,173 -1	-0%	-$121	0.11%	153
2025 Q2	$1.41M	Hold	12,174	–	–	0.11%	145
2025 Q1	$1.25M	Buy	12,174 +1	+0%	+$109	0.1%	154
2024 Q4	$1.34M	Buy	12,173 +144	+1%	+$16.1K	0.11%	143
2024 Q3	$1.31M	Hold	12,029	–	–	0.11%	142
2024 Q2	$1.25M	Buy	12,029 +3	+0%	+$300	0.11%	140
2024 Q1	$1.21M	Buy	12,026 +1,618	+16%	+$155K	0.11%	139
2023 Q4	$948K	Buy	10,408 +11	+0.1%	+$933	0.09%	155
2023 Q3	$846K	Hold	10,397	–	–	0.09%	155
2023 Q2	$875K	Buy	10,397 +590	+6%	+$46.9K	0.09%	160
2023 Q1	$765K	Buy	9,807 +721	+8%	+$54.5K	0.08%	186
2022 Q4	$652K	Buy	9,086 +12	+0.1%	+$862	0.08%	180
2022 Q3	$608K	Hold	9,074	–	–	0.08%	169
2022 Q2	$652K	Buy	9,074 +530	+6%	+$41.3K	0.09%	185
2022 Q1	$740K	Buy	8,544 +1,778	+26%	+$152K	0.08%	176
2021 Q4	$629K	Sell	6,766 -91	-1%	-$8.2K	0.07%	207
2021 Q3	$571K	Buy	+6,857	New	+$586K	0.01%	216

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Clear Harbor Asset Management's DSI Position: Q2 2026 in Review

Clear Harbor Asset Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.01% in Q2 2026, buying an estimated $137 and bringing the position to 12,174 shares worth $1.73M. The position accounts for 0.11% of the portfolio, ranked #148.

Clear Harbor Asset Management first reported a position in DSI in Q3 2021 and has held it in 20 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Clear Harbor Asset Management held 12,174 shares of iShares MSCI KLD 400 Social ETF worth $1.73M as of Q2 2026.
Clear Harbor Asset Management bought 1 iShares MSCI KLD 400 Social ETF share in Q2 2026, an estimated $137.
iShares MSCI KLD 400 Social ETF made up 0.11% of Clear Harbor Asset Management's portfolio in Q2 2026, its #148 holding.
Clear Harbor Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2021 and has held it in 20 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.