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

Atria Wealth Solutions’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
2025
Q2 		$1.94M Sell
16,547
-62,499
-79% -$6.66M 0.04% 425
2025
Q1 		$8.1M Buy
79,046
+8,828
+13% +$963K 0.1% 220
2024
Q4 		$7.74M Sell
70,218
-6,793
-9% -$759K 0.08% 245
2024
Q3 		$8.38M Sell
77,011
-5,281
-6% -$554K 0.09% 231
2024
Q2 		$8.55M Sell
82,292
-2,253
-3% -$225K 0.09% 220
2024
Q1 		$8.52M Buy
84,545
+1,177
+1% +$113K 0.1% 224
2023
Q4 		$7.59M Buy
83,368
+10,771
+15% +$914K 0.1% 218
2023
Q3 		$5.93M Sell
72,597
-6,657
-8% -$564K 0.08% 249
2023
Q2 		$6.67M Buy
79,254
+10,197
+15% +$810K 0.09% 222
2023
Q1 		$5.39M Sell
69,057
-4,117
-6% -$311K 0.08% 251
2022
Q4 		$5.25M Buy
73,174
+3,053
+4% +$219K 0.08% 246
2022
Q3 		$4.7M Sell
70,121
-3,604
-5% -$271K 0.08% 240
2022
Q2 		$5.3M Buy
73,725
+25,374
+52% +$1.98M 0.1% 223
2022
Q1 		$4.19M Buy
+48,351
New +$4.15M 0.07% 290

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Atria Wealth Solutions's DSI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 79% in Q2 2025, selling an estimated $6.66M and leaving 16,547 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #425.

Atria Wealth Solutions first reported a position in DSI in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.55M in Q2 2024. 560 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

  • Atria Wealth Solutions held 16,547 shares of iShares MSCI KLD 400 Social ETF worth $1.94M as of Q2 2025.
  • Atria Wealth Solutions sold 62,499 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $6.66M.
  • iShares MSCI KLD 400 Social ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #425 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI KLD 400 Social ETF position peaked at $8.55M in Q2 2024.
  • 560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.