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Apollon Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Apollon Wealth 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 		$1.93M Buy
13,575
+1,305
+11% +$179K 0.02% 499
2026
Q1 		$1.49M Buy
12,270
+797
+7% +$102K 0.02% 462
2025
Q4 		$1.48M Sell
11,473
-244
-2% -$31.2K 0.03% 450
2025
Q3 		$1.48M Buy
11,717
+181
+2% +$21.9K 0.03% 461
2025
Q2 		$1.34M Buy
11,536
+2,555
+28% +$272K 0.03% 465
2025
Q1 		$920K Sell
8,981
-8
-0.1% -$873 0.02% 531
2024
Q4 		$991K Sell
8,989
-730
-8% -$81.6K 0.02% 517
2024
Q3 		$1.06M Buy
9,719
+38
+0.4% +$3.98K 0.03% 470
2024
Q2 		$1.01M Sell
9,681
-4,489
-32% -$449K 0.03% 465
2024
Q1 		$1.43M Sell
14,170
-168
-1% -$16.1K 0.05% 364
2023
Q4 		$1.31M Buy
14,338
+4,545
+46% +$386K 0.05% 366
2023
Q3 		$797K Sell
9,793
-212
-2% -$18K 0.04% 424
2023
Q2 		$842K Buy
10,005
+3,418
+52% +$272K 0.04% 445
2023
Q1 		$514K Buy
6,587
+2,833
+75% +$214K 0.03% 529
2022
Q4 		$269K Buy
+3,754
New +$270K 0.02% 689

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apollon Wealth Management's DSI Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 11% in Q2 2026, buying an estimated $179K and bringing the position to 13,575 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #499.

Apollon Wealth Management first reported a position in DSI in Q4 2022 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Apollon Wealth Management held 13,575 shares of iShares MSCI KLD 400 Social ETF worth $1.93M as of Q2 2026.
  • Apollon Wealth Management bought 1,305 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $179K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #499 holding.
  • Apollon Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 15 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.