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

Main Street 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	$1.37M	Sell	9,634 -80	-0.8%	-$11K	0.32%	31
2026 Q1	$1.18M	Sell	9,714 -138	-1%	-$17.6K	0.35%	33
2025 Q4	$1.27M	Hold	9,852	–	–	0.44%	25
2025 Q3	$1.24M	Sell	9,852 -364	-4%	-$44K	0.36%	28
2025 Q2	$1.19M	Hold	10,216	–	–	0.39%	31
2025 Q1	$1.05M	Buy	10,216 +864	+9%	+$94.3K	0.4%	30
2024 Q4	$1.03M	Buy	9,352 +1,443	+18%	+$161K	0.38%	29
2024 Q3	$860K	Hold	7,909	–	–	0.34%	34
2024 Q2	$822K	Hold	7,909	–	–	0.34%	32
2024 Q1	$797K	Buy	7,909 +10	+0.1%	+$956	0.35%	35
2023 Q4	$719K	Buy	+7,899	New	+$670K	0.25%	45

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

Main Street Group's DSI Position: Q2 2026 in Review

Main Street Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.82% in Q2 2026, selling an estimated $11K and leaving 9,634 shares worth $1.37M. The position accounts for 0.32% of the portfolio, ranked #31.

Main Street Group first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Main Street Group held 9,634 shares of iShares MSCI KLD 400 Social ETF worth $1.37M as of Q2 2026.
Main Street Group sold 80 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $11K.
iShares MSCI KLD 400 Social ETF made up 0.32% of Main Street Group's portfolio in Q2 2026, its #31 holding.
Main Street Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.