Creative Capital Management Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Creative Capital Management Investments’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 Q1	$220K	Hold	1,819	–	–	0.06%	51
2025 Q4	$234K	Hold	1,819	–	–	0.07%	46
2025 Q3	$229K	Hold	1,819	–	–	0.07%	46
2025 Q2	$211K	Hold	1,819	–	–	0.08%	47
2025 Q1	$186K	Hold	1,819	–	–	0.07%	50
2024 Q4	$201K	Hold	1,819	–	–	0.08%	51
2024 Q3	$198K	Hold	1,819	–	–	0.08%	50
2024 Q2	$189K	Hold	1,819	–	–	0.09%	42
2024 Q1	$183K	Hold	1,819	–	–	0.09%	42
2023 Q4	$166K	Hold	1,819	–	–	0.1%	40
2023 Q3	$148K	Buy	+1,819	New	+$154K	0.1%	45

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Creative Capital Management Investments's DSI Position: Q1 2026 in Review

Creative Capital Management Investments held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 1,819 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #51.

Creative Capital Management Investments first reported a position in DSI in Q3 2023 and has held it in 11 quarters since. The position peaked at $234K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Creative Capital Management Investments held 1,819 shares of iShares MSCI KLD 400 Social ETF worth $220K as of Q1 2026.
Creative Capital Management Investments left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.06% of Creative Capital Management Investments's portfolio in Q1 2026, its #51 holding.
Creative Capital Management Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 11 quarters since.
Creative Capital Management Investments's iShares MSCI KLD 400 Social ETF position peaked at $234K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.