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

Fielder Capital Group’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	$334K	Hold	2,759	–	–	0.07%	173
2025 Q4	$355K	Hold	2,759	–	–	0.08%	160
2025 Q3	$347K	Sell	2,759 -606	-18%	-$73.3K	0.08%	152
2025 Q2	$391K	Sell	3,365 -1,601	-32%	-$170K	0.1%	128
2025 Q1	$509K	Hold	4,966	–	–	0.15%	91
2024 Q4	$548K	Hold	4,966	–	–	0.17%	92
2024 Q3	$540K	Hold	4,966	–	–	0.18%	82
2024 Q2	$516K	Hold	4,966	–	–	0.2%	76
2024 Q1	$501K	Sell	4,966 -2,748	-36%	-$263K	0.22%	70
2023 Q4	$702K	Buy	+7,714	New	+$654K	0.42%	49

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

Fielder Capital Group's DSI Position: Q1 2026 in Review

Fielder Capital Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 2,759 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #173.

Fielder Capital Group first reported a position in DSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $702K in Q4 2023. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Fielder Capital Group held 2,759 shares of iShares MSCI KLD 400 Social ETF worth $334K as of Q1 2026.
Fielder Capital Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.07% of Fielder Capital Group's portfolio in Q1 2026, its #173 holding.
Fielder Capital Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 10 quarters since.
Fielder Capital Group's iShares MSCI KLD 400 Social ETF position peaked at $702K in Q4 2023.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.