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 Q2	$549K	Buy	3,858 +60	+2%	+$8.22K	0.1%	139
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 $1.89T 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

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

Mission Creek Capital Partners's DSI Position: Q2 2026 in Review

Mission Creek Capital Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.6% in Q2 2026, buying an estimated $8.22K and bringing the position to 3,858 shares worth $549K. The position accounts for 0.1% of the portfolio, ranked #139.

Mission Creek Capital Partners first reported a position in DSI in Q2 2023 and has held it in 13 quarters since. The position peaked at $841K in Q1 2024. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Mission Creek Capital Partners held 3,858 shares of iShares MSCI KLD 400 Social ETF worth $549K as of Q2 2026.
Mission Creek Capital Partners bought 60 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $8.22K.
iShares MSCI KLD 400 Social ETF made up 0.1% of Mission Creek Capital Partners's portfolio in Q2 2026, its #139 holding.
Mission Creek Capital Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 13 quarters since.
Mission Creek Capital Partners's iShares MSCI KLD 400 Social ETF position peaked at $841K in Q1 2024.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Mission Creek Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.