Gilbert Capital Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Gilbert Capital Group’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	$5.91M	Sell	41,527 -907	-2%	-$124K	4.14%	7
2026 Q1	$5.14M	Sell	42,434 -1,452	-3%	-$186K	3.97%	7
2025 Q4	$5.65M	Buy	43,886 +484	+1%	+$61.8K	4.25%	5
2025 Q3	$5.47M	Sell	43,402 -1,156	-3%	-$140K	4.23%	9
2025 Q2	$5.18M	Buy	+44,558	New	+$4.75M	4.29%	8

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

Gilbert Capital Group's DSI Position: Q2 2026 in Review

Gilbert Capital Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.1% in Q2 2026, selling an estimated $124K and leaving 41,527 shares worth $5.91M. The position accounts for 4.14% of the portfolio, ranked #7.

Gilbert Capital Group first reported a position in DSI in Q2 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Gilbert Capital Group held 41,527 shares of iShares MSCI KLD 400 Social ETF worth $5.91M as of Q2 2026.
Gilbert Capital Group sold 907 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $124K.
iShares MSCI KLD 400 Social ETF made up 4.14% of Gilbert Capital Group's portfolio in Q2 2026, its #7 holding.
Gilbert Capital Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 5 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.