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

Raleigh 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 		– Sell
-16
Closed -$1.94K – 646
2026
Q1 		$1.94K Buy
+16
New +$2.05K ﹤0.01% 535
2024
Q4 		– Sell
-29
Closed -$3.17K – 1034
2024
Q3 		$3.17K Buy
+29
New +$3.04K ﹤0.01% 763

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Raleigh Capital Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 16 shares — an estimated $1.94K sold.

Raleigh Capital Management first reported a position in DSI in Q3 2024 and held it in 2 quarters. The position peaked at $3.17K in Q3 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Raleigh Capital Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 16 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.94K.
  • Raleigh Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and held it in 2 quarters.
  • Raleigh Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $3.17K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.