Freestone Capital Holdings’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Freestone Capital Holdings’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	$612K	Buy	+4,298	New	+$589K	0.02%	347
2022 Q3	–	Sell	-46,788	Closed	-$3.36M	–	394
2022 Q2	$3.36M	Hold	46,788	–	–	0.13%	109
2022 Q1	$4.05M	Hold	46,788	–	–	0.16%	127
2021 Q4	$4.35M	Buy	+46,788	New	+$4.22M	0.18%	117

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

Freestone Capital Holdings's DSI Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 4,298 shares worth $612K. The stake represents 0.02% of the portfolio and ranks #347 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in DSI as recently as Q2 2022.

Freestone Capital Holdings first reported a position in DSI in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.35M in Q4 2021. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Freestone Capital Holdings held 4,298 shares of iShares MSCI KLD 400 Social ETF worth $612K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Freestone Capital Holdings position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #347 holding.
Freestone Capital Holdings first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 4 quarters since.
Freestone Capital Holdings's iShares MSCI KLD 400 Social ETF position peaked at $4.35M in Q4 2021.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.