OpenArc Corporate Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.44M Sell
10,100
-6
-0.1% -$822 0.02% 293
2026
Q1
$1.22M Buy
10,106
+2,017
+25% +$258K 0.02% 303
2025
Q4
$1.04M Buy
+8,089
New +$1.03M 0.02% 292

Other funds holding DSI

OpenArc Corporate Advisory's DSI Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.06% in Q2 2026, selling an estimated $822 and leaving 10,100 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #293.

OpenArc Corporate Advisory first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • OpenArc Corporate Advisory held 10,100 shares of iShares MSCI KLD 400 Social ETF worth $1.44M as of Q2 2026.
  • OpenArc Corporate Advisory sold 6 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $822.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #293 holding.
  • OpenArc Corporate Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.