Kilter Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kilter Group’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	$29K	Sell	204 -2	-1%	-$274	0.01%	208
2026 Q1	$25K	Sell	206 -6	-3%	-$767	0.01%	206
2025 Q4	$27.3K	Sell	212 -11	-5%	-$1.41K	0.01%	167
2025 Q3	$28.1K	Buy	223 +9	+4%	+$1.09K	0.01%	158
2025 Q2	$24.9K	Buy	+214	New	+$22.8K	0.01%	150

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

Kilter Group's DSI Position: Q2 2026 in Review

Kilter Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.97% in Q2 2026, selling an estimated $274 and leaving 204 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #208.

Kilter Group first reported a position in DSI in Q2 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Kilter Group held 204 shares of iShares MSCI KLD 400 Social ETF worth $29K as of Q2 2026.
Kilter Group sold 2 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $274.
iShares MSCI KLD 400 Social ETF made up 0.01% of Kilter Group's portfolio in Q2 2026, its #208 holding.
Kilter Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 5 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.