Arlington Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Arlington Financial 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	$2.7M	Sell	18,936 -34	-0.2%	-$4.66K	0.34%	44
2026 Q1	$2.3M	Sell	18,970 -129	-0.7%	-$16.5K	0.33%	45
2025 Q4	$2.46M	Sell	19,099 -996	-5%	-$127K	0.35%	46
2025 Q3	$2.53M	Sell	20,095 -15	-0.1%	-$1.81K	0.37%	45
2025 Q2	$2.34M	Buy	20,110 +288	+1%	+$30.7K	0.38%	45
2025 Q1	$2.03M	Buy	19,822 +195	+1%	+$21.3K	0.36%	50
2024 Q4	$2.16M	Buy	19,627 +655	+3%	+$73.2K	0.43%	44
2024 Q3	$2.06M	Buy	18,972 +230	+1%	+$24.1K	0.42%	43
2024 Q2	$1.95M	Sell	18,742 -1,275	-6%	-$128K	0.43%	44
2024 Q1	$2.02M	Buy	20,017 +29	+0.1%	+$2.77K	0.44%	43
2023 Q4	$1.82M	Sell	19,988 -438	-2%	-$37.2K	0.54%	45
2023 Q3	$1.66M	Sell	20,426 -553	-3%	-$46.9K	0.59%	38
2023 Q2	$1.77M	Sell	20,979 -3	-0%	-$238	0.64%	34
2023 Q1	$1.64M	Sell	20,982 -11,207	-35%	-$847K	0.63%	34
2022 Q4	$2.31M	Sell	32,189 -64	-0.2%	-$4.6K	0.97%	25
2022 Q3	$2.16M	Buy	32,253 +158	+0.5%	+$11.9K	1.1%	29
2022 Q2	$2.31M	Buy	32,095 +353	+1%	+$27.5K	1.04%	30
2022 Q1	$2.75M	Sell	31,742 -9,948	-24%	-$853K	1.04%	31
2021 Q4	$3.87M	Buy	41,690 +213	+0.5%	+$19.2K	1.31%	22
2021 Q3	$3.45M	Buy	41,477 +3,227	+8%	+$276K	1.35%	27
2021 Q2	$3.17M	Sell	38,250 -1,457	-4%	-$117K	1.2%	31
2021 Q1	$3.03M	Buy	39,707 +5,888	+17%	+$436K	1.23%	28
2020 Q4	$2.42M	Buy	33,819 +6,097	+22%	+$413K	1.02%	29
2020 Q3	$1.77M	Buy	27,722 +21,038	+315%	+$1.33M	0.91%	33
2020 Q2	$394K	Buy	6,684 +1,246	+23%	+$69.3K	0.22%	47
2020 Q1	$265K	Buy	5,438 +234	+4%	+$13.4K	0.19%	47
2019 Q4	$313K	Buy	+5,204	New	+$299K	0.17%	46

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

Arlington Financial Advisors's DSI Position: Q2 2026 in Review

Arlington Financial Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.18% in Q2 2026, selling an estimated $4.66K and leaving 18,936 shares worth $2.7M. The position accounts for 0.34% of the portfolio, ranked #44.

Arlington Financial Advisors first reported a position in DSI in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.87M in Q4 2021. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Arlington Financial Advisors held 18,936 shares of iShares MSCI KLD 400 Social ETF worth $2.7M as of Q2 2026.
Arlington Financial Advisors sold 34 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $4.66K.
iShares MSCI KLD 400 Social ETF made up 0.34% of Arlington Financial Advisors's portfolio in Q2 2026, its #44 holding.
Arlington Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 27 quarters since.
Arlington Financial Advisors's iShares MSCI KLD 400 Social ETF position peaked at $3.87M in Q4 2021.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.