Impact Investors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Impact Investors’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	$2.65M	Sell	18,603 -9,772	-34%	-$1.34M	1.94%	17
2026 Q1	$3.44M	Buy	28,375 +2,633	+10%	+$337K	2.39%	11
2025 Q4	$3.32M	Buy	25,742 +986	+4%	+$126K	2.3%	11
2025 Q3	$3.12M	Sell	24,756 -754	-3%	-$91.2K	2.05%	13
2025 Q2	$2.96M	Buy	25,510 +4,653	+22%	+$496K	2.09%	10
2025 Q1	$2.14M	Buy	20,857 +139	+0.7%	+$15.2K	1.66%	12
2024 Q4	$2.28M	Buy	+20,718	New	+$2.31M	1.77%	11

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

Impact Investors's DSI Position: Q2 2026 in Review

Impact Investors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 34% in Q2 2026, selling an estimated $1.34M and leaving 18,603 shares worth $2.65M. The position accounts for 1.94% of the portfolio, ranked #17.

Impact Investors first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.44M in Q1 2026. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Impact Investors held 18,603 shares of iShares MSCI KLD 400 Social ETF worth $2.65M as of Q2 2026.
Impact Investors sold 9,772 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.34M.
iShares MSCI KLD 400 Social ETF made up 1.94% of Impact Investors's portfolio in Q2 2026, its #17 holding.
Impact Investors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
Impact Investors's iShares MSCI KLD 400 Social ETF position peaked at $3.44M in Q1 2026.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.