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 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 $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Quantinno Capital Management's DSI Position: Q1 2026 in Review

Quantinno Capital Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 369% in Q1 2026, buying an estimated $2.32M and bringing the position to 23,106 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Quantinno Capital Management first reported a position in DSI in Q1 2025 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Quantinno Capital Management held 23,106 shares of iShares MSCI KLD 400 Social ETF worth $2.8M as of Q1 2026.
Quantinno Capital Management bought 18,176 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $2.32M.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1423 holding.
Quantinno Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 5 quarters since.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.