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

Curi RMB 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
2026 Q2	$451K	Hold	3,165	–	–	0.01%	641
2026 Q1	$384K	Buy	3,165 +1,128	+55%	+$144K	0.01%	669
2025 Q4	$262K	Hold	2,037	–	–	﹤0.01%	792
2025 Q3	$257K	Sell	2,037 -86	-4%	-$10.4K	﹤0.01%	631
2025 Q2	$247K	Buy	+2,123	New	+$226K	﹤0.01%	619

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

Curi RMB Capital's DSI Position: Q2 2026 in Review

Curi RMB Capital held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 3,165 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #641.

Curi RMB Capital first reported a position in DSI in Q2 2025 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Curi RMB Capital held 3,165 shares of iShares MSCI KLD 400 Social ETF worth $451K as of Q2 2026.
Curi RMB Capital left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #641 holding.
Curi RMB Capital first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 5 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.