Atomi Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Atomi Financial Group’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 Q1	$640K	Buy	5,279 +1,061	+25%	+$136K	0.02%	616
2025 Q4	$543K	Hold	4,218	–	–	0.02%	651
2025 Q3	$531K	Sell	4,218 -1	-0%	-$121	0.02%	629
2025 Q2	$490K	Hold	4,219	–	–	0.02%	606
2025 Q1	$432K	Buy	4,219 +6	+0.1%	+$655	0.02%	595
2024 Q4	$465K	Buy	4,213 +462	+12%	+$51.6K	0.02%	513
2024 Q3	$408K	Hold	3,751	–	–	0.03%	536
2024 Q2	$390K	Buy	+3,751	New	+$375K	0.03%	472

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Atomi Financial Group's DSI Position: Q1 2026 in Review

Atomi Financial Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 25% in Q1 2026, buying an estimated $136K and bringing the position to 5,279 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #616.

Atomi Financial Group first reported a position in DSI in Q2 2024 and has held it in 8 quarters since. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Atomi Financial Group held 5,279 shares of iShares MSCI KLD 400 Social ETF worth $640K as of Q1 2026.
Atomi Financial Group bought 1,061 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $136K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #616 holding.
Atomi Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 8 quarters since.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.