1 North Wealth Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

1 North Wealth Services’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	$7.83K	Hold	55	–	–	﹤0.01%	199
2026 Q1	$6.67K	Hold	55	–	–	﹤0.01%	178
2025 Q4	$7.09K	Hold	55	–	–	﹤0.01%	180
2025 Q3	$6.93K	Hold	55	–	–	﹤0.01%	169
2025 Q2	$6.39K	Hold	55	–	–	﹤0.01%	177
2025 Q1	$5.63K	Buy	+55	New	+$6K	﹤0.01%	183

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

1 North Wealth Services's DSI Position: Q2 2026 in Review

1 North Wealth Services held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 55 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

1 North Wealth Services first reported a position in DSI in Q1 2025 and has held it in 6 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

1 North Wealth Services held 55 shares of iShares MSCI KLD 400 Social ETF worth $7.83K as of Q2 2026.
1 North Wealth Services left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #199 holding.
1 North Wealth Services first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 6 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.