Old Second National Bank of Aurora’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Old Second National Bank of Aurora’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	$927K	Hold	6,511	–	–	0.17%	79
2026 Q1	$789K	Hold	6,511	–	–	0.16%	79
2025 Q4	$839K	Buy	+6,511	New	+$832K	0.17%	79

Other funds holding DSI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Old Second National Bank of Aurora's DSI Position: Q2 2026 in Review

Old Second National Bank of Aurora held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 6,511 shares worth $927K. The position accounts for 0.17% of the portfolio, ranked #79.

Old Second National Bank of Aurora first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Old Second National Bank of Aurora held 6,511 shares of iShares MSCI KLD 400 Social ETF worth $927K as of Q2 2026.
Old Second National Bank of Aurora left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.17% of Old Second National Bank of Aurora's portfolio in Q2 2026, its #79 holding.
Old Second National Bank of Aurora first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
279 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2026, filed 21 Jul 2026.