Pinnacle Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Pinnacle Associates’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	$326K	Sell	2,292 -9	-0.4%	-$1.23K	﹤0.01%	788
2026 Q1	$279K	Hold	2,301	–	–	﹤0.01%	825
2025 Q4	$296K	Sell	2,301 -1	-0%	-$128	﹤0.01%	789
2025 Q3	$290K	Buy	2,302 +23	+1%	+$2.78K	﹤0.01%	758
2025 Q2	$265K	Buy	2,279 +11	+0.5%	+$1.17K	﹤0.01%	769
2025 Q1	$232K	Buy	+2,268	New	+$247K	﹤0.01%	768

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

Pinnacle Associates's DSI Position: Q2 2026 in Review

Pinnacle Associates reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.39% in Q2 2026, selling an estimated $1.23K and leaving 2,292 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Pinnacle Associates first reported a position in DSI in Q1 2025 and has held it in 6 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Pinnacle Associates held 2,292 shares of iShares MSCI KLD 400 Social ETF worth $326K as of Q2 2026.
Pinnacle Associates sold 9 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.23K.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #788 holding.
Pinnacle Associates first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 6 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.