Midwest Trust’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Midwest Trust’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	$805K	Sell	5,651 -563	-9%	-$77.2K	0.01%	380
2026 Q1	$753K	Buy	6,214 +339	+6%	+$43.3K	0.01%	373
2025 Q4	$757K	Sell	5,875 -336	-5%	-$42.9K	0.01%	370
2025 Q3	$782K	Sell	6,211 -234	-4%	-$28.3K	0.01%	366
2025 Q2	$749K	Buy	+6,445	New	+$686K	0.01%	375

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

Midwest Trust's DSI Position: Q2 2026 in Review

Midwest Trust reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 9.1% in Q2 2026, selling an estimated $77.2K and leaving 5,651 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #380.

Midwest Trust 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.

Midwest Trust held 5,651 shares of iShares MSCI KLD 400 Social ETF worth $805K as of Q2 2026.
Midwest Trust sold 563 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $77.2K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #380 holding.
Midwest Trust 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 Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.