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 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 $1.66T 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

Verus Capital Partners's DSI Position: Q1 2026 in Review

Verus Capital Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 7.9% in Q1 2026, buying an estimated $35.2K and bringing the position to 3,747 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #282.

Verus Capital Partners first reported a position in DSI in Q1 2023 and has held it in 13 quarters since. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Verus Capital Partners held 3,747 shares of iShares MSCI KLD 400 Social ETF worth $454K as of Q1 2026.
Verus Capital Partners bought 275 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $35.2K.
iShares MSCI KLD 400 Social ETF made up 0.03% of Verus Capital Partners's portfolio in Q1 2026, its #282 holding.
Verus Capital Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2023 and has held it in 13 quarters since.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.