Lodestar Private Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Lodestar Private Asset 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	$222K	Buy	+1,560	New	+$214K	0.02%	220
2026 Q1	–	Sell	-1,552	Closed	-$200K	–	233
2025 Q4	$200K	Buy	+1,552	New	+$198K	0.02%	224

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

Lodestar Private Asset Management's DSI Position: Q2 2026 in Review

Lodestar Private Asset Management opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,560 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #220 among its holdings. This is a return to the name: Lodestar Private Asset Management previously reported a position in DSI as recently as Q4 2025.

Lodestar Private Asset Management first reported a position in DSI in Q4 2025 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Lodestar Private Asset Management held 1,560 shares of iShares MSCI KLD 400 Social ETF worth $222K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Lodestar Private Asset Management position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #220 holding.
Lodestar Private Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 2 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.