Creekside Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Creekside Partners’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	$3.49M	Sell	24,488 -29	-0.1%	-$3.97K	1.26%	19
2026 Q1	$2.97M	Sell	24,517 -181	-0.7%	-$23.1K	1.22%	20
2025 Q4	$3.18M	Sell	24,698 -33	-0.1%	-$4.21K	1.34%	20
2025 Q3	$3.11M	Buy	24,731 +23	+0.1%	+$2.78K	1.37%	19
2025 Q2	$2.87M	Sell	24,708 -914	-4%	-$97.3K	1.36%	21
2025 Q1	$2.62M	Sell	25,622 -726	-3%	-$79.2K	1.37%	19
2024 Q4	$2.9M	Sell	26,348 -561	-2%	-$62.7K	1.51%	16
2024 Q3	$2.93M	Buy	26,909 +58	+0.2%	+$6.08K	1.51%	14
2024 Q2	$2.79M	Buy	+26,851	New	+$2.69M	1.54%	14

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

Creekside Partners's DSI Position: Q2 2026 in Review

Creekside Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.12% in Q2 2026, selling an estimated $3.97K and leaving 24,488 shares worth $3.49M. The position accounts for 1.26% of the portfolio, ranked #19.

Creekside Partners first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Creekside Partners held 24,488 shares of iShares MSCI KLD 400 Social ETF worth $3.49M as of Q2 2026.
Creekside Partners sold 29 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $3.97K.
iShares MSCI KLD 400 Social ETF made up 1.26% of Creekside Partners's portfolio in Q2 2026, its #19 holding.
Creekside Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.