Natural Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Natural Investments’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	$12.6M	Sell	88,429 -9,420	-10%	-$1.29M	2.77%	7
2026 Q1	$11.9M	Sell	97,849 -925	-0.9%	-$118K	2.92%	4
2025 Q4	$12.7M	Buy	+98,774	New	+$12.6M	3.17%	4
2025 Q3	–	Sell	-99,643	Closed	-$11.6M	–	249
2025 Q2	$11.6M	Buy	99,643 +5,615	+6%	+$598K	2.99%	5
2025 Q1	$9.63M	Buy	94,028 +12,759	+16%	+$1.39M	2.73%	5
2024 Q4	$8.96M	Buy	+81,269	New	+$9.08M	2.48%	5

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

Natural Investments's DSI Position: Q2 2026 in Review

Natural Investments reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 9.6% in Q2 2026, selling an estimated $1.29M and leaving 88,429 shares worth $12.6M. The position accounts for 2.77% of the portfolio, ranked #7.

Natural Investments first reported a position in DSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.7M in Q4 2025. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Natural Investments held 88,429 shares of iShares MSCI KLD 400 Social ETF worth $12.6M as of Q2 2026.
Natural Investments sold 9,420 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.29M.
iShares MSCI KLD 400 Social ETF made up 2.77% of Natural Investments's portfolio in Q2 2026, its #7 holding.
Natural Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 6 quarters since.
Natural Investments's iShares MSCI KLD 400 Social ETF position peaked at $12.7M in Q4 2025.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.