Macroview Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Macroview Investment 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
2025 Q3	–	Sell	-2,607	Closed	-$303K	–	95
2025 Q2	$303K	Buy	+2,607	New	+$278K	0.25%	73
2024 Q4	–	Sell	-40	Closed	-$4.31K	–	215
2024 Q3	$4.31K	Buy	40 +1	+3%	+$105	﹤0.01%	390
2024 Q2	$4.1K	Hold	39	–	–	﹤0.01%	401
2024 Q1	$3.97K	Hold	39	–	–	﹤0.01%	432
2023 Q4	$3.58K	Hold	39	–	–	﹤0.01%	434
2023 Q3	$3.17K	Hold	39	–	–	﹤0.01%	509
2023 Q2	$3.28K	Hold	39	–	–	0.01%	380
2023 Q1	$3.04K	Hold	39	–	–	﹤0.01%	344
2022 Q4	$2.8K	Hold	39	–	–	﹤0.01%	353
2022 Q3	$3K	Hold	39	–	–	0.01%	317
2022 Q2	$3K	Buy	+39	New	+$3.04K	﹤0.01%	339

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Macroview Investment Management's DSI Position: Q3 2025 in Review

Macroview Investment Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2025, closing a stake of 2,607 shares — an estimated $303K sold.

Macroview Investment Management first reported a position in DSI in Q2 2022 and held it in 11 quarters. The position peaked at $303K in Q2 2025. 561 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

Macroview Investment Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2025 after selling out during the quarter.
Macroview Investment Management sold 2,607 iShares MSCI KLD 400 Social ETF shares in Q3 2025, an estimated $303K.
Macroview Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and held it in 11 quarters.
Macroview Investment Management's iShares MSCI KLD 400 Social ETF position peaked at $303K in Q2 2025.
561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Macroview Investment Management's 13F filing for Q3 2025, filed 24 Oct 2025.