AmeriFlex Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

AmeriFlex Group’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	$23.6K	Sell	166 -105	-39%	-$14.4K	0.01%	667
2026 Q1	$32.9K	Sell	271 -29	-10%	-$3.71K	0.02%	513
2025 Q4	$38.6K	Sell	300 -297	-50%	-$37.9K	0.02%	472
2025 Q3	$75.2K	Buy	597 +130	+28%	+$15.7K	0.03%	383
2025 Q2	$53.6K	Sell	467 -54	-10%	-$5.75K	0.03%	370
2025 Q1	$53.4K	Buy	521 +46	+10%	+$5.02K	0.02%	453
2024 Q4	$53.2K	Buy	+475	New	+$53.1K	0.02%	422

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

AmeriFlex Group's DSI Position: Q2 2026 in Review

AmeriFlex Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 39% in Q2 2026, selling an estimated $14.4K and leaving 166 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #667.

AmeriFlex Group first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.2K in Q3 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

AmeriFlex Group held 166 shares of iShares MSCI KLD 400 Social ETF worth $23.6K as of Q2 2026.
AmeriFlex Group sold 105 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $14.4K.
iShares MSCI KLD 400 Social ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #667 holding.
AmeriFlex Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares MSCI KLD 400 Social ETF position peaked at $75.2K in Q3 2025.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.