CX Institutional’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CX Institutional’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	$2.13M	Sell	14,921 -1,070	-7%	-$147K	0.06%	245
2026 Q1	$1.94M	Buy	15,991 +657	+4%	+$84K	0.06%	255
2025 Q4	$1.98M	Buy	15,334 +1,612	+12%	+$206K	0.06%	203
2025 Q3	$1.73M	Sell	13,722 -721	-5%	-$87.2K	0.05%	220
2025 Q2	$1.68M	Sell	14,443 -921	-6%	-$98.1K	0.06%	207
2025 Q1	$1.57M	Buy	15,364 +2,687	+21%	+$293K	0.06%	216
2024 Q4	$1.4M	Sell	12,677 -564	-4%	-$63K	0.06%	215
2024 Q3	$1.44M	Sell	13,241 -13	-0.1%	-$1.36K	0.06%	232
2024 Q2	$1.38M	Sell	13,254 -329	-2%	-$32.9K	0.06%	230
2024 Q1	$1.37M	Sell	13,583 -22,053	-62%	-$2.11M	0.07%	235
2023 Q4	$3.24M	Buy	35,636 +179	+0.5%	+$15.2K	0.17%	160
2023 Q3	$2.89M	Buy	35,457 +11,387	+47%	+$966K	0.16%	170
2023 Q2	$2.03M	Buy	24,070 +717	+3%	+$57K	0.1%	212
2023 Q1	$1.82M	Hold	23,353	–	–	0.1%	223
2022 Q4	$1.68M	Sell	23,353 -590	-2%	-$42.4K	0.1%	207
2022 Q3	$1.6M	Sell	23,943 -170	-0.7%	-$12.8K	0.11%	216
2022 Q2	$1.73M	Buy	+24,113	New	+$1.88M	0.13%	189

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

CX Institutional's DSI Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.7% in Q2 2026, selling an estimated $147K and leaving 14,921 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #245.

CX Institutional first reported a position in DSI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.24M in Q4 2023. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

CX Institutional held 14,921 shares of iShares MSCI KLD 400 Social ETF worth $2.13M as of Q2 2026.
CX Institutional sold 1,070 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $147K.
iShares MSCI KLD 400 Social ETF made up 0.06% of CX Institutional's portfolio in Q2 2026, its #245 holding.
CX Institutional first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 17 quarters since.
CX Institutional's iShares MSCI KLD 400 Social ETF position peaked at $3.24M in Q4 2023.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.