Founders Capital Management (Texas)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Founders Capital Management (Texas)’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	$12.7K	Hold	89	–	–	0.01%	322
2026 Q1	$10.8K	Hold	89	–	–	0.01%	309
2025 Q4	$11.5K	Hold	89	–	–	0.01%	295
2025 Q3	$11.2K	Hold	89	–	–	0.01%	284
2025 Q2	$10.3K	Hold	89	–	–	0.01%	282
2025 Q1	$9.11K	Hold	89	–	–	0.01%	280
2024 Q4	$9.81K	Hold	89	–	–	0.01%	271
2024 Q3	$9.68K	Hold	89	–	–	0.01%	284
2024 Q2	$9.24K	Buy	+89	New	+$8.9K	0.01%	285

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Founders Capital Management (Texas)'s DSI Position: Q2 2026 in Review

Founders Capital Management (Texas) held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 89 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #322.

Founders Capital Management (Texas) first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. 414 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Founders Capital Management (Texas) held 89 shares of iShares MSCI KLD 400 Social ETF worth $12.7K as of Q2 2026.
Founders Capital Management (Texas) left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #322 holding.
Founders Capital Management (Texas) first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
414 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.