Verus Capital Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Verus Capital Partners’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	$534K	Buy	3,751 +4	+0.1%	+$548	0.03%	284
2026 Q1	$454K	Buy	3,747 +275	+8%	+$35.2K	0.03%	282
2025 Q4	$447K	Sell	3,472 -11	-0.3%	-$1.41K	0.03%	285
2025 Q3	$439K	Buy	3,483 +159	+5%	+$19.2K	0.03%	255
2025 Q2	$386K	Sell	3,324 -22	-0.7%	-$2.34K	0.03%	250
2025 Q1	$343K	Sell	3,346 -9	-0.3%	-$982	0.03%	263
2024 Q4	$370K	Buy	3,355 +64	+2%	+$7.15K	0.04%	248
2024 Q3	$358K	Buy	3,291 +111	+3%	+$11.6K	0.03%	237
2024 Q2	$330K	Sell	3,180 -735	-19%	-$73.5K	0.03%	247
2024 Q1	$395K	Buy	3,915 +131	+3%	+$12.5K	0.04%	227
2023 Q4	$345K	Buy	3,784 +351	+10%	+$29.8K	0.04%	218
2023 Q3	$279K	Buy	3,433 +26	+0.8%	+$2.21K	0.04%	232
2023 Q2	$287K	Buy	3,407 +466	+16%	+$37K	0.04%	229
2023 Q1	$229K	Buy	+2,941	New	+$222K	0.04%	246

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Verus Capital Partners's DSI Position: Q2 2026 in Review

Verus Capital Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.11% in Q2 2026, buying an estimated $548 and bringing the position to 3,751 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #284.

Verus Capital Partners first reported a position in DSI in Q1 2023 and has held it in 14 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Verus Capital Partners held 3,751 shares of iShares MSCI KLD 400 Social ETF worth $534K as of Q2 2026.
Verus Capital Partners bought 4 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $548.
iShares MSCI KLD 400 Social ETF made up 0.03% of Verus Capital Partners's portfolio in Q2 2026, its #284 holding.
Verus Capital Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2023 and has held it in 14 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.