Figure 8 Investment Strategies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Figure 8 Investment Strategies’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	$283K	Hold	1,990	–	–	0.24%	54
2026 Q1	$241K	Sell	1,990 -136	-6%	-$17.4K	0.24%	55
2025 Q4	$274K	Hold	2,126	–	–	0.24%	54
2025 Q3	$268K	Hold	2,126	–	–	0.24%	53
2025 Q2	$247K	Hold	2,126	–	–	0.24%	57
2025 Q1	$218K	Hold	2,126	–	–	0.23%	52
2024 Q4	$234K	Buy	+2,126	New	+$238K	0.23%	52

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

Figure 8 Investment Strategies's DSI Position: Q2 2026 in Review

Figure 8 Investment Strategies held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1,990 shares worth $283K. The position accounts for 0.24% of the portfolio, ranked #54.

Figure 8 Investment Strategies first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Figure 8 Investment Strategies held 1,990 shares of iShares MSCI KLD 400 Social ETF worth $283K as of Q2 2026.
Figure 8 Investment Strategies left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.24% of Figure 8 Investment Strategies's portfolio in Q2 2026, its #54 holding.
Figure 8 Investment Strategies first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Figure 8 Investment Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.