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 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 $1.66T 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

Figure 8 Investment Strategies's DSI Position: Q1 2026 in Review

Figure 8 Investment Strategies reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.4% in Q1 2026, selling an estimated $17.4K and leaving 1,990 shares worth $241K. The position accounts for 0.24% of the portfolio, ranked #55.

Figure 8 Investment Strategies first reported a position in DSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $274K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Figure 8 Investment Strategies held 1,990 shares of iShares MSCI KLD 400 Social ETF worth $241K as of Q1 2026.
Figure 8 Investment Strategies sold 136 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $17.4K.
iShares MSCI KLD 400 Social ETF made up 0.24% of Figure 8 Investment Strategies's portfolio in Q1 2026, its #55 holding.
Figure 8 Investment Strategies first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 6 quarters since.
Figure 8 Investment Strategies's iShares MSCI KLD 400 Social ETF position peaked at $274K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Figure 8 Investment Strategies's 13F filing for Q1 2026, filed 23 Apr 2026.