Bank of Ann Arbor’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bank of Ann Arbor’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 Q3	$29.2K	Buy	+200	New	+$28.9K	﹤0.01%	344

Other funds holding DSI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Bank of Ann Arbor's DSI Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q3 2026: 200 shares worth $29.2K. The stake represents ﹤0.01% of the portfolio and ranks #344 among its holdings.

571 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Bank of Ann Arbor held 200 shares of iShares MSCI KLD 400 Social ETF worth $29.2K as of Q3 2026.
iShares MSCI KLD 400 Social ETF was a new Bank of Ann Arbor position in Q3 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Bank of Ann Arbor's portfolio in Q3 2026, its #344 holding.
571 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.