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Advyzon Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Advyzon Investment Management’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 		$256K Hold
1,800
– – 0.02% 667
2026
Q1 		$218K Buy
+1,800
New +$230K 0.02% 635

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Advyzon Investment Management's DSI Position: Q2 2026 in Review

Advyzon Investment Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1,800 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #667.

Advyzon Investment Management first reported a position in DSI in Q1 2026 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Advyzon Investment Management held 1,800 shares of iShares MSCI KLD 400 Social ETF worth $256K as of Q2 2026.
  • Advyzon Investment Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #667 holding.
  • Advyzon Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2026 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.