ALLSTREET CAPITAL ADVISORS LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

ALLSTREET CAPITAL ADVISORS LLC’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	$335K	Buy	+2,766	New	+$354K	0.25%	51

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

ALLSTREET CAPITAL ADVISORS LLC's DSI Position: Q1 2026 in Review

ALLSTREET CAPITAL ADVISORS LLC opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026: 2,766 shares worth $335K. The stake represents 0.25% of the portfolio and ranks #51 among its holdings.

590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

ALLSTREET CAPITAL ADVISORS LLC held 2,766 shares of iShares MSCI KLD 400 Social ETF worth $335K as of Q1 2026.
iShares MSCI KLD 400 Social ETF was a new ALLSTREET CAPITAL ADVISORS LLC position in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.25% of ALLSTREET CAPITAL ADVISORS LLC's portfolio in Q1 2026, its #51 holding.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on ALLSTREET CAPITAL ADVISORS LLC's 13F filing for Q1 2026, filed 16 Jul 2026.