Firestone Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Firestone Capital Management’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	$214K	Buy	+1,506	New	+$206K	0.04%	160
2025 Q4	–	Sell	-1,906	Closed	-$240K	–	167
2025 Q3	$240K	Hold	1,906	–	–	0.05%	146
2025 Q2	$221K	Buy	+1,906	New	+$203K	0.05%	148
2025 Q1	–	Sell	-1,906	Closed	-$210K	–	152
2024 Q4	$210K	Hold	1,906	–	–	0.05%	148
2024 Q3	$207K	Buy	+1,906	New	+$200K	0.05%	148
2022 Q1	–	Sell	-2,256	Closed	-$210K	–	123
2021 Q4	$210K	Sell	2,256 -100	-4%	-$9.02K	0.07%	117
2021 Q3	$195K	Hold	2,356	–	–	0.06%	120
2021 Q2	$195K	Hold	2,356	–	–	0.07%	117
2021 Q1	$180K	Hold	2,356	–	–	0.06%	116
2020 Q4	$169K	Hold	2,356	–	–	0.06%	115
2020 Q3	$151K	Hold	2,356	–	–	0.07%	107
2020 Q2	$139K	Hold	2,356	–	–	0.06%	105
2020 Q1	$115K	Hold	2,356	–	–	0.06%	116
2019 Q4	$142K	Buy	+2,356	New	+$135K	0.06%	122

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

Firestone Capital Management's DSI Position: Q2 2026 in Review

Firestone Capital Management opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,506 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings. This is a return to the name: Firestone Capital Management previously reported a position in DSI as recently as Q3 2025.

Firestone Capital Management first reported a position in DSI in Q4 2019 and has held it in 14 quarters since. The position peaked at $240K in Q3 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Firestone Capital Management held 1,506 shares of iShares MSCI KLD 400 Social ETF worth $214K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Firestone Capital Management position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.04% of Firestone Capital Management's portfolio in Q2 2026, its #160 holding.
Firestone Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 14 quarters since.
Firestone Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $240K in Q3 2025.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.