Ameritas Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ameritas Advisory 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	$20.8M	Buy	146,299 +50,666	+53%	+$6.94M	0.42%	58
2026 Q1	$11.6M	Sell	95,633 -2,269	-2%	-$290K	0.45%	54
2025 Q4	$12.6M	Buy	97,902 +97,565	+28,951%	+$12.5M	0.47%	48
2025 Q3	$42.5K	Sell	337 -84,825	-100%	-$10.3M	﹤0.01%	1147
2025 Q2	$9.89M	Sell	85,162 -41,637	-33%	-$4.43M	0.52%	33
2025 Q1	$13M	Sell	126,799 -63,732	-33%	-$6.95M	0.52%	39
2024 Q4	$21M	Buy	190,531 +68,980	+57%	+$7.71M	0.73%	28
2024 Q3	$13.2M	Sell	121,551 -9,263	-7%	-$971K	0.57%	36
2024 Q2	$13.6M	Buy	130,814 +5,837	+5%	+$584K	0.51%	42
2024 Q1	$12.6M	Buy	124,977 +34,670	+38%	+$3.32M	0.52%	41
2023 Q4	$8.22M	Sell	90,307 -36,844	-29%	-$3.13M	0.45%	51
2023 Q3	$10.4M	Buy	+127,151	New	+$10.8M	0.52%	41
2023 Q2	–	Sell	-137,507	Closed	-$10.7M	–	1045
2023 Q1	$10.7M	Sell	137,507 -4,159	-3%	-$314K	0.54%	37
2022 Q4	$10.2M	Sell	141,666 -2,276	-2%	-$164K	0.47%	43
2022 Q3	$9.64M	Sell	143,942 -4,742	-3%	-$356K	0.58%	35
2022 Q2	$10.7M	Sell	148,684 -5,612	-4%	-$437K	0.62%	29
2022 Q1	$13.4M	Sell	154,296 -5,666	-4%	-$486K	0.49%	40
2021 Q4	$14.9M	Buy	+159,962	New	+$14.4M	0.54%	40

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

Ameritas Advisory Services's DSI Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 53% in Q2 2026, buying an estimated $6.94M and bringing the position to 146,299 shares worth $20.8M. The position accounts for 0.42% of the portfolio, ranked #58.

Ameritas Advisory Services first reported a position in DSI in Q4 2021 and has held it in 18 quarters since. The position peaked at $21M in Q4 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Ameritas Advisory Services held 146,299 shares of iShares MSCI KLD 400 Social ETF worth $20.8M as of Q2 2026.
Ameritas Advisory Services bought 50,666 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $6.94M.
iShares MSCI KLD 400 Social ETF made up 0.42% of Ameritas Advisory Services's portfolio in Q2 2026, its #58 holding.
Ameritas Advisory Services first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's iShares MSCI KLD 400 Social ETF position peaked at $21M in Q4 2024.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.