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 Q2	$749K	Sell	5,262 -17	-0.3%	-$2.33K	0.02%	588
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 $1.89T 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

Atomi Financial Group's DSI Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.32% in Q2 2026, selling an estimated $2.33K and leaving 5,262 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #588.

Atomi Financial Group first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Atomi Financial Group held 5,262 shares of iShares MSCI KLD 400 Social ETF worth $749K as of Q2 2026.
Atomi Financial Group sold 17 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.33K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #588 holding.
Atomi Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.