GSA Capital Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

GSA Capital Partners’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
2025 Q2	–	Sell	-4,092	Closed	-$419K	–	1827
2025 Q1	$419K	Buy	4,092 +2,136	+109%	+$233K	0.04%	920
2024 Q4	$216K	Sell	1,956 -1,381	-41%	-$154K	0.02%	1376
2024 Q3	$363K	Sell	3,337 -985	-23%	-$103K	0.03%	1128
2024 Q2	$449K	Buy	+4,322	New	+$432K	0.03%	1038
2023 Q3	–	Sell	-3,082	Closed	-$259K	–	1586
2023 Q2	$259K	Buy	+3,082	New	+$245K	0.03%	1131

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

GSA Capital Partners's DSI Position: Q2 2025 in Review

GSA Capital Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2025, closing a stake of 4,092 shares — an estimated $419K sold.

GSA Capital Partners first reported a position in DSI in Q2 2023 and held it in 5 quarters. The position peaked at $449K in Q2 2024. 561 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

GSA Capital Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2025 after selling out during the quarter.
GSA Capital Partners sold 4,092 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $419K.
GSA Capital Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and held it in 5 quarters.
GSA Capital Partners's iShares MSCI KLD 400 Social ETF position peaked at $449K in Q2 2024.
561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on GSA Capital Partners's 13F filing for Q2 2025, filed 22 Jul 2025.