Avantax Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Avantax Advisory Services’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	$2.8M	Sell	24,115 -1,772	-7%	-$189K	0.02%	650
2025 Q1	$2.65M	Buy	25,887 +5,365	+26%	+$585K	0.02%	632
2024 Q4	$2.26M	Sell	20,522 -2,416	-11%	-$270K	0.01%	659
2024 Q3	$2.5M	Sell	22,938 -1,092	-5%	-$114K	0.02%	600
2024 Q2	$2.5M	Buy	24,030 +747	+3%	+$74.7K	0.02%	583
2024 Q1	$2.35M	Buy	23,283 +384	+2%	+$36.7K	0.02%	496
2023 Q4	$2.08M	Sell	22,899 -394	-2%	-$33.4K	0.02%	486
2023 Q3	$1.9M	Sell	23,293 -871	-4%	-$73.9K	0.02%	476
2023 Q2	$2.03M	Buy	24,164 +725	+3%	+$57.6K	0.02%	445
2023 Q1	$1.83M	Sell	23,439 -7,463	-24%	-$564K	0.02%	465
2022 Q4	$2.22M	Buy	30,902 +5,011	+19%	+$360K	0.03%	388
2022 Q3	$1.73M	Buy	25,891 +3,005	+13%	+$226K	0.03%	406
2022 Q2	$1.65M	Buy	22,886 +7,108	+45%	+$554K	0.02%	423
2022 Q1	$1.37M	Buy	15,778 +3,303	+26%	+$283K	0.02%	461
2021 Q4	$1.16M	Buy	12,475 +98	+0.8%	+$8.84K	0.02%	495
2021 Q3	$1.03M	Buy	12,377 +431	+4%	+$36.9K	0.02%	478
2021 Q2	$990K	Buy	11,946 +784	+7%	+$63.1K	0.02%	478
2021 Q1	$853K	Sell	11,162 -73	-0.6%	-$5.41K	0.02%	468
2020 Q4	$803K	Sell	11,235 -16,001	-59%	-$1.08M	0.02%	421
2020 Q3	$1.75M	Buy	27,236 +11,418	+72%	+$721K	0.03%	392
2020 Q2	$934K	Buy	15,818 +550	+4%	+$30.6K	0.03%	356
2020 Q1	$745K	Buy	15,268 +82	+0.5%	+$4.71K	0.02%	350
2019 Q4	$911K	Buy	+15,186	New	+$872K	0.02%	354

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Avantax Advisory Services's DSI Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.8% in Q2 2025, selling an estimated $189K and leaving 24,115 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #650.

Avantax Advisory Services first reported a position in DSI in Q4 2019 and has held it in 23 quarters since. 560 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

Avantax Advisory Services held 24,115 shares of iShares MSCI KLD 400 Social ETF worth $2.8M as of Q2 2025.
Avantax Advisory Services sold 1,772 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $189K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #650 holding.
Avantax Advisory Services first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 23 quarters since.
560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.