May Hill Capital’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

May Hill Capital’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	$455K	Hold	3,197	–	–	0.1%	136
2026 Q1	$387K	Hold	3,197	–	–	0.1%	140
2025 Q4	$412K	Buy	3,197 +1,589	+99%	+$203K	0.11%	120
2025 Q3	$202K	Sell	1,608 -531	-25%	-$64.2K	0.06%	182
2025 Q2	$248K	Hold	2,139	–	–	0.08%	159
2025 Q1	$219K	Buy	+2,139	New	+$233K	0.08%	164

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

May Hill Capital's DSI Position: Q2 2026 in Review

May Hill Capital held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 3,197 shares worth $455K. The position accounts for 0.1% of the portfolio, ranked #136.

May Hill Capital first reported a position in DSI in Q1 2025 and has held it in 6 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

May Hill Capital held 3,197 shares of iShares MSCI KLD 400 Social ETF worth $455K as of Q2 2026.
May Hill Capital left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.1% of May Hill Capital's portfolio in Q2 2026, its #136 holding.
May Hill Capital first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 6 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.