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Howland Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Howland Capital 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 		$232K Buy
+1,630
New +$223K 0.01% 265
2026
Q1 		– Sell
-1,630
Closed -$210K – 267
2025
Q4 		$210K Hold
1,630
– – 0.01% 263
2025
Q3 		$205K Buy
+1,630
New +$197K 0.01% 269

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Howland Capital Management's DSI Position: Q2 2026 in Review

Howland Capital Management opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,630 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Howland Capital Management previously reported a position in DSI as recently as Q4 2025.

Howland Capital Management first reported a position in DSI in Q3 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Howland Capital Management held 1,630 shares of iShares MSCI KLD 400 Social ETF worth $232K as of Q2 2026.
  • iShares MSCI KLD 400 Social ETF was a new Howland Capital Management position in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #265 holding.
  • Howland Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.