Ausdal Financial Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ausdal Financial Partners’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	$215K	Buy	+1,507	New	+$207K	0.01%	962
2026 Q1	–	Sell	-1,641	Closed	-$211K	–	1002
2025 Q4	$211K	Sell	1,641 -492	-23%	-$62.8K	0.01%	876
2025 Q3	$269K	Buy	2,133 +390	+22%	+$47.2K	0.01%	776
2025 Q2	$202K	Buy	+1,743	New	+$186K	0.01%	658
2025 Q1	–	Sell	-1,914	Closed	-$211K	–	652
2024 Q4	$211K	Buy	+1,914	New	+$214K	0.02%	537

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

Ausdal Financial Partners's DSI Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,507 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in DSI as recently as Q4 2025.

Ausdal Financial Partners first reported a position in DSI in Q4 2024 and has held it in 5 quarters since. The position peaked at $269K in Q3 2025. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Ausdal Financial Partners held 1,507 shares of iShares MSCI KLD 400 Social ETF worth $215K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Ausdal Financial Partners position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #962 holding.
Ausdal Financial Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 5 quarters since.
Ausdal Financial Partners's iShares MSCI KLD 400 Social ETF position peaked at $269K in Q3 2025.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.