Atria Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Atria Investments’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	$886K	Sell	6,220 -1,298	-17%	-$178K	0.01%	1178
2026 Q1	$911K	Sell	7,518 -195	-3%	-$24.9K	0.01%	1108
2025 Q4	$994K	Buy	7,713 +179	+2%	+$22.9K	0.01%	1064
2025 Q3	$949K	Buy	7,534 +909	+14%	+$110K	0.01%	1082
2025 Q2	$770K	Buy	6,625 +144	+2%	+$15.3K	0.01%	1184
2025 Q1	$664K	Buy	6,481 +181	+3%	+$19.7K	0.01%	1197
2024 Q4	$695K	Sell	6,300 -1,913	-23%	-$214K	0.01%	1158
2024 Q3	$894K	Sell	8,213 -177	-2%	-$18.6K	0.01%	1025
2024 Q2	$871K	Buy	+8,390	New	+$839K	0.01%	1009
2022 Q1	–	Sell	-26,956	Closed	-$2.5M	–	871
2021 Q4	$2.5M	Buy	+26,956	New	+$2.43M	0.04%	470

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Atria Investments's DSI Position: Q2 2026 in Review

Atria Investments reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 17% in Q2 2026, selling an estimated $178K and leaving 6,220 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #1178.

Atria Investments first reported a position in DSI in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.5M in Q4 2021. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Atria Investments held 6,220 shares of iShares MSCI KLD 400 Social ETF worth $886K as of Q2 2026.
Atria Investments sold 1,298 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $178K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1178 holding.
Atria Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 10 quarters since.
Atria Investments's iShares MSCI KLD 400 Social ETF position peaked at $2.5M in Q4 2021.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.