Keel Point’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Keel Point’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 Q1	$311K	Hold	2,564	–	–	0.02%	346
2025 Q4	$330K	Hold	2,564	–	–	0.02%	386
2025 Q3	$323K	Hold	2,564	–	–	0.02%	391
2025 Q2	$298K	Hold	2,564	–	–	0.02%	398
2025 Q1	$263K	Hold	2,564	–	–	0.02%	377
2024 Q4	$283K	Hold	2,564	–	–	0.02%	335
2024 Q3	$279K	Hold	2,564	–	–	0.02%	338
2024 Q2	$263K	Hold	2,564	–	–	0.02%	344
2024 Q1	$258K	Hold	2,564	–	–	0.03%	318
2023 Q4	$233K	Sell	2,564 -537	-17%	-$45.6K	0.03%	300
2023 Q3	$252K	Buy	+3,101	New	+$263K	0.03%	262

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Keel Point's DSI Position: Q1 2026 in Review

Keel Point held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 2,564 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #346.

Keel Point first reported a position in DSI in Q3 2023 and has held it in 11 quarters since. The position peaked at $330K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Keel Point held 2,564 shares of iShares MSCI KLD 400 Social ETF worth $311K as of Q1 2026.
Keel Point left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.02% of Keel Point's portfolio in Q1 2026, its #346 holding.
Keel Point first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 11 quarters since.
Keel Point's iShares MSCI KLD 400 Social ETF position peaked at $330K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.