Neumann Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Neumann Capital Management’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	$5.01M	Sell	35,201 -227	-0.6%	-$31.1K	3.32%	9
2026 Q1	$4.29M	Sell	35,428 -770	-2%	-$98.4K	1.26%	20
2025 Q4	$4.66M	Sell	36,198 -270	-0.7%	-$34.5K	1.35%	15
2025 Q3	$4.59M	Buy	36,468 +320	+0.9%	+$38.7K	1.34%	18
2025 Q2	$4.2M	Buy	36,148 +50	+0.1%	+$5.33K	1.32%	19
2025 Q1	$3.7M	Buy	36,098 +200	+0.6%	+$21.8K	1.28%	19
2024 Q4	$3.96M	Sell	35,898 -950	-3%	-$106K	1.31%	19
2024 Q3	$4.01M	Buy	36,848 +1,350	+4%	+$142K	1.33%	18
2024 Q2	$3.69M	Buy	35,498 +530	+2%	+$53K	1.27%	19
2024 Q1	$3.53M	Buy	34,968 +1,765	+5%	+$169K	1.26%	20
2023 Q4	$3.02M	Buy	33,203 +1,460	+5%	+$124K	1.2%	23
2023 Q3	$2.58M	Sell	31,743 -225	-0.7%	-$19.1K	1.13%	26
2023 Q2	$2.69M	Buy	31,968 +680	+2%	+$54K	1.11%	25
2023 Q1	$2.44M	Buy	31,288 +2,140	+7%	+$162K	1.07%	26
2022 Q4	$2.09M	Buy	29,148 +4,790	+20%	+$344K	0.98%	30
2022 Q3	$1.63M	Sell	24,358 -2,300	-9%	-$173K	0.84%	40
2022 Q2	$1.92M	Buy	26,658 +3,340	+14%	+$260K	0.97%	35
2022 Q1	$2.02M	Buy	23,318 +1,520	+7%	+$130K	0.86%	37
2021 Q4	$2.03M	Sell	21,798 -590	-3%	-$53.2K	0.83%	37
2021 Q3	$1.86M	Buy	22,388 +3,090	+16%	+$264K	0.84%	35
2021 Q2	$1.6M	Buy	19,298 +3,890	+25%	+$313K	0.72%	41
2021 Q1	$1.18M	Buy	15,408 +2,570	+20%	+$190K	0.56%	48
2020 Q4	$918K	Buy	12,838 +60	+0.5%	+$4.07K	0.46%	50
2020 Q3	$818K	Buy	12,778 +3,408	+36%	+$215K	0.47%	48
2020 Q2	$553K	Hold	9,370	–	–	0.34%	57
2020 Q1	$456K	Buy	9,370 +1,980	+27%	+$114K	0.33%	56
2019 Q4	$444K	Hold	7,390	–	–	0.26%	60
2019 Q3	$410K	Buy	7,390 +3,720	+101%	+$206K	0.25%	62
2019 Q2	$201K	Buy	+3,670	New	+$197K	0.12%	73

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

Neumann Capital Management's DSI Position: Q2 2026 in Review

Neumann Capital Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.64% in Q2 2026, selling an estimated $31.1K and leaving 35,201 shares worth $5.01M. The position accounts for 3.32% of the portfolio, ranked #9.

Neumann Capital Management first reported a position in DSI in Q2 2019 and has held it in 29 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Neumann Capital Management held 35,201 shares of iShares MSCI KLD 400 Social ETF worth $5.01M as of Q2 2026.
Neumann Capital Management sold 227 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $31.1K.
iShares MSCI KLD 400 Social ETF made up 3.32% of Neumann Capital Management's portfolio in Q2 2026, its #9 holding.
Neumann Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 29 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.