Action Point Financial Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Action Point Financial Planning’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	$330K	Buy	+2,317	New	+$318K	0.03%	336

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

Action Point Financial Planning's DSI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 2,317 shares worth $330K. The stake represents 0.03% of the portfolio and ranks #336 among its holdings.

629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Action Point Financial Planning held 2,317 shares of iShares MSCI KLD 400 Social ETF worth $330K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Action Point Financial Planning position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #336 holding.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

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