Pinnacle Wealth Management Advisory Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$278K	Buy	1,952 +190	+11%	+$26K	0.02%	443
2026 Q1	$214K	Hold	1,762	–	–	0.01%	499
2025 Q4	$227K	Sell	1,762 -1	-0.1%	-$128	0.02%	479
2025 Q3	$222K	Buy	1,763 +23	+1%	+$2.78K	0.02%	366
2025 Q2	$202K	Buy	+1,740	New	+$185K	0.02%	357

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 Wealth Management Advisory Group's DSI Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 11% in Q2 2026, buying an estimated $26K and bringing the position to 1,952 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #443.

Pinnacle Wealth Management Advisory Group first reported a position in DSI in Q2 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,952 shares of iShares MSCI KLD 400 Social ETF worth $278K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 190 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $26K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #443 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 5 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.