Arax Advisory Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Arax Advisory Partners’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	$871K	Buy	6,119 +2,919	+91%	+$400K	0.01%	1301
2026 Q1	$388K	Sell	3,200 -482	-13%	-$61.6K	0.01%	747
2025 Q4	$474K	Buy	+3,682	New	+$470K	0.01%	608
2025 Q3	–	Sell	-3,200	Closed	-$372K	–	3766
2025 Q2	$372K	Sell	3,200 -3,200	-50%	-$341K	0.02%	473
2025 Q1	$655K	Buy	6,400 +3,200	+100%	+$349K	0.04%	252
2024 Q4	$353K	Buy	3,200 +2,461	+333%	+$275K	0.02%	366
2024 Q3	$80.4K	Buy	+739	New	+$77.5K	0.01%	554

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

Arax Advisory Partners's DSI Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 91% in Q2 2026, buying an estimated $400K and bringing the position to 6,119 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #1301.

Arax Advisory Partners first reported a position in DSI in Q3 2024 and has held it in 7 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Arax Advisory Partners held 6,119 shares of iShares MSCI KLD 400 Social ETF worth $871K as of Q2 2026.
Arax Advisory Partners bought 2,919 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $400K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1301 holding.
Arax Advisory Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 7 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.