Mission Creek Capital Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Mission Creek Capital Partners’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 Q1	$460K	Sell	3,798 -575	-13%	-$73.5K	0.09%	150
2025 Q4	$563K	Buy	4,373 +20	+0.5%	+$2.56K	0.11%	132
2025 Q3	$548K	Hold	4,353	–	–	0.11%	137
2025 Q2	$506K	Sell	4,353 -460	-10%	-$49K	0.11%	138
2025 Q1	$493K	Sell	4,813 -815	-14%	-$88.9K	0.12%	140
2024 Q4	$621K	Sell	5,628 -318	-5%	-$35.5K	0.14%	146
2024 Q3	$647K	Sell	5,946 -10	-0.2%	-$1.05K	0.15%	137
2024 Q2	$619K	Sell	5,956 -2,386	-29%	-$239K	0.16%	128
2024 Q1	$841K	Sell	8,342 -435	-5%	-$41.6K	0.22%	119
2023 Q4	$799K	Sell	8,777 -25	-0.3%	-$2.12K	0.21%	123
2023 Q3	$717K	Buy	8,802 +2,185	+33%	+$185K	0.24%	124
2023 Q2	$557K	Buy	+6,617	New	+$526K	0.18%	146

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mission Creek Capital Partners's DSI Position: Q1 2026 in Review

Mission Creek Capital Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 13% in Q1 2026, selling an estimated $73.5K and leaving 3,798 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #150.

Mission Creek Capital Partners first reported a position in DSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $841K in Q1 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Mission Creek Capital Partners held 3,798 shares of iShares MSCI KLD 400 Social ETF worth $460K as of Q1 2026.
Mission Creek Capital Partners sold 575 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $73.5K.
iShares MSCI KLD 400 Social ETF made up 0.09% of Mission Creek Capital Partners's portfolio in Q1 2026, its #150 holding.
Mission Creek Capital Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 12 quarters since.
Mission Creek Capital Partners's iShares MSCI KLD 400 Social ETF position peaked at $841K in Q1 2024.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.