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

Quantinno 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	$3.29M	Sell	23,105 -1	-0%	-$137	﹤0.01%	1565
2026 Q1	$2.8M	Buy	23,106 +18,176	+369%	+$2.32M	﹤0.01%	1423
2025 Q4	$635K	Buy	4,930 +679	+16%	+$86.7K	﹤0.01%	2177
2025 Q3	$535K	Sell	4,251 -749	-15%	-$90.6K	﹤0.01%	1960
2025 Q2	$581K	Hold	5,000	–	–	﹤0.01%	1566
2025 Q1	$512K	Buy	+5,000	New	+$545K	﹤0.01%	1373

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

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

Quantinno Capital Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0% in Q2 2026, selling an estimated $137 and leaving 23,105 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Quantinno Capital Management first reported a position in DSI in Q1 2025 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Quantinno Capital Management held 23,105 shares of iShares MSCI KLD 400 Social ETF worth $3.29M as of Q2 2026.
Quantinno Capital Management sold 1 iShares MSCI KLD 400 Social ETF share in Q2 2026, an estimated $137.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #1565 holding.
Quantinno Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 6 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.