Arkadios Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Arkadios Wealth Advisors’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	$478K	Sell	3,357 -286	-8%	-$39.2K	0.01%	1145
2026 Q1	$441K	Buy	3,643 +13	+0.4%	+$1.66K	0.01%	1176
2025 Q4	$468K	Buy	3,630 +118	+3%	+$15.1K	0.01%	1045
2025 Q3	$442K	Sell	3,512 -1,163	-25%	-$141K	0.01%	989
2025 Q2	$543K	Buy	4,675 +67	+1%	+$7.13K	0.02%	811
2025 Q1	$472K	Sell	4,608 -303	-6%	-$33.1K	0.02%	727
2024 Q4	$541K	Buy	4,911 +83	+2%	+$9.27K	0.03%	515
2024 Q3	$525K	Buy	4,828 +1,005	+26%	+$105K	0.03%	523
2024 Q2	$397K	Buy	3,823 +527	+16%	+$52.7K	0.03%	542
2024 Q1	$332K	Sell	3,296 -50	-1%	-$4.78K	0.03%	508
2023 Q4	$305K	Buy	3,346 +5	+0.1%	+$424	0.03%	523
2023 Q3	$272K	Buy	3,341 +782	+31%	+$66.3K	0.03%	521
2023 Q2	$215K	Buy	+2,559	New	+$203K	0.03%	556
2021 Q3	–	Sell	-1,000	Closed	-$82K	–	1907
2021 Q2	$82K	Hold	1,000	–	–	0.01%	782
2021 Q1	$76K	Hold	1,000	–	–	0.01%	588
2020 Q4	$71K	Buy	+1,000	New	+$67.8K	0.01%	493

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

Arkadios Wealth Advisors's DSI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 7.9% in Q2 2026, selling an estimated $39.2K and leaving 3,357 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #1145.

Arkadios Wealth Advisors first reported a position in DSI in Q4 2020 and has held it in 16 quarters since. The position peaked at $543K in Q2 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Arkadios Wealth Advisors held 3,357 shares of iShares MSCI KLD 400 Social ETF worth $478K as of Q2 2026.
Arkadios Wealth Advisors sold 286 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $39.2K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1145 holding.
Arkadios Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 16 quarters since.
Arkadios Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $543K in Q2 2025.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.