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

Key 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 Q3	$3.22K	Sell	22 -2	-8%	-$289	﹤0.01%	530
2026 Q2	$3.42K	Sell	24 -2	-8%	-$274	﹤0.01%	488
2026 Q1	$3.15K	Hold	26	–	–	﹤0.01%	457
2025 Q4	$3.35K	Buy	+26	New	+$3.32K	﹤0.01%	342

Other funds holding DSI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Key Capital Management's DSI Position: Q3 2026 in Review

Key Capital Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 8.3% in Q3 2026, selling an estimated $289 and leaving 22 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Key Capital Management first reported a position in DSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.42K in Q2 2026. 443 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Key Capital Management held 22 shares of iShares MSCI KLD 400 Social ETF worth $3.22K as of Q3 2026.
Key Capital Management sold 2 iShares MSCI KLD 400 Social ETF shares in Q3 2026, an estimated $289.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #530 holding.
Key Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $3.42K in Q2 2026.
443 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.