Gould Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Gould Asset 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	$928K	Sell	6,520 -990	-13%	-$136K	0.15%	79
2026 Q1	$910K	Buy	7,510 +322	+4%	+$41.2K	0.16%	77
2025 Q4	$926K	Buy	7,188 +481	+7%	+$61.4K	0.16%	72
2025 Q3	$845K	Buy	6,707 +1,525	+29%	+$184K	0.16%	76
2025 Q2	$602K	Buy	5,182 +50	+1%	+$5.33K	0.12%	91
2025 Q1	$526K	Sell	5,132 -5	-0.1%	-$545	0.11%	95
2024 Q4	$566K	Buy	5,137 +735	+17%	+$82.1K	0.12%	91
2024 Q3	$479K	Buy	4,402 +60	+1%	+$6.29K	0.1%	99
2024 Q2	$451K	Sell	4,342 -55	-1%	-$5.5K	0.1%	99
2024 Q1	$443K	Sell	4,397 -40	-0.9%	-$3.83K	0.11%	100
2023 Q4	$404K	Hold	4,437	–	–	0.1%	101
2023 Q3	$361K	Buy	4,437 +134	+3%	+$11.4K	0.1%	98
2023 Q2	$362K	Buy	4,303 +1,145	+36%	+$91K	0.1%	100
2023 Q1	$246K	Sell	3,158 -225	-7%	-$17K	0.07%	122
2022 Q4	$243K	Hold	3,383	–	–	0.07%	129
2022 Q3	$227K	Sell	3,383 -140	-4%	-$10.5K	0.08%	111
2022 Q2	$253K	Hold	3,523	–	–	0.08%	115
2022 Q1	$305K	Sell	3,523 -235	-6%	-$20.2K	0.09%	105
2021 Q4	$349K	Buy	3,758 +140	+4%	+$12.6K	0.1%	101
2021 Q3	$301K	Hold	3,618	–	–	0.09%	98
2021 Q2	$300K	Sell	3,618 -190	-5%	-$15.3K	0.09%	117
2021 Q1	$291K	Hold	3,808	–	–	0.09%	112
2020 Q4	$272K	Sell	3,808 -140	-4%	-$9.49K	0.08%	114
2020 Q3	$253K	Sell	3,948 -370	-9%	-$23.4K	0.09%	105
2020 Q2	$255K	Hold	4,318	–	–	0.09%	105
2020 Q1	$210K	Sell	4,318 -2,080	-33%	-$119K	0.08%	105
2019 Q4	$384K	Hold	6,398	–	–	0.13%	92
2019 Q3	$355K	Sell	6,398 -180	-3%	-$9.95K	0.13%	95
2019 Q2	$360K	Buy	6,578 +1,380	+27%	+$74.1K	0.13%	85
2019 Q1	$274K	Hold	5,198	–	–	0.1%	110
2018 Q4	$242K	Buy	5,198 +460	+10%	+$22.8K	0.1%	106
2018 Q3	$253K	Buy	+4,738	New	+$249K	0.1%	115

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

Gould Asset Management's DSI Position: Q2 2026 in Review

Gould Asset Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 13% in Q2 2026, selling an estimated $136K and leaving 6,520 shares worth $928K. The position accounts for 0.15% of the portfolio, ranked #79.

Gould Asset Management first reported a position in DSI in Q3 2018 and has held it in 32 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Gould Asset Management held 6,520 shares of iShares MSCI KLD 400 Social ETF worth $928K as of Q2 2026.
Gould Asset Management sold 990 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $136K.
iShares MSCI KLD 400 Social ETF made up 0.15% of Gould Asset Management's portfolio in Q2 2026, its #79 holding.
Gould Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2018 and has held it in 32 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.