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

Copperleaf Capital’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
2025 Q3	$581K	Sell	4,615 -609	-12%	-$73.6K	0.28%	76
2025 Q2	$607K	Sell	5,224 -3	-0.1%	-$319	0.31%	74
2025 Q1	$535K	Sell	5,227 -730	-12%	-$79.6K	0.32%	74
2024 Q4	$657K	Sell	5,957 -159	-3%	-$17.8K	0.42%	59
2024 Q3	$665K	Sell	6,116 -53	-0.9%	-$5.56K	0.51%	60
2024 Q2	$641K	Buy	6,169 +490	+9%	+$49K	0.51%	57
2024 Q1	$573K	Buy	5,679 +69	+1%	+$6.6K	0.5%	60
2023 Q4	$511K	Buy	5,610 +791	+16%	+$67.1K	0.52%	53
2023 Q3	$392K	Buy	4,819 +59	+1%	+$5K	0.42%	54
2023 Q2	$401K	Buy	4,760 +1,730	+57%	+$137K	0.38%	54
2023 Q1	$236K	Buy	+3,030	New	+$229K	0.23%	66

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Copperleaf Capital's DSI Position: Q3 2025 in Review

Copperleaf Capital reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 12% in Q3 2025, selling an estimated $73.6K and leaving 4,615 shares worth $581K. The position accounts for 0.28% of the portfolio, ranked #76.

Copperleaf Capital first reported a position in DSI in Q1 2023 and has held it in 11 quarters since. The position peaked at $665K in Q3 2024. 560 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

Copperleaf Capital held 4,615 shares of iShares MSCI KLD 400 Social ETF worth $581K as of Q3 2025.
Copperleaf Capital sold 609 iShares MSCI KLD 400 Social ETF shares in Q3 2025, an estimated $73.6K.
iShares MSCI KLD 400 Social ETF made up 0.28% of Copperleaf Capital's portfolio in Q3 2025, its #76 holding.
Copperleaf Capital first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2023 and has held it in 11 quarters since.
Copperleaf Capital's iShares MSCI KLD 400 Social ETF position peaked at $665K in Q3 2024.
560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.