Abound Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Abound Financial’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	$134K	Hold	944	–	–	0.05%	77
2026 Q1	$114K	Hold	944	–	–	0.05%	79
2025 Q4	$122K	Buy	+944	New	+$121K	0.05%	78
2025 Q2	–	Sell	-944	Closed	-$96.7K	–	122
2025 Q1	$96.7K	Buy	+944	New	+$103K	0.05%	94

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

Abound Financial's DSI Position: Q2 2026 in Review

Abound Financial held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 944 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #77.

Abound Financial first reported a position in DSI in Q1 2025 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Abound Financial held 944 shares of iShares MSCI KLD 400 Social ETF worth $134K as of Q2 2026.
Abound Financial left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.05% of Abound Financial's portfolio in Q2 2026, its #77 holding.
Abound Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 4 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.