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Avior Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Avior Wealth Management’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 		$381K Sell
2,675
-8
-0.3% -$1.1K 0.01% 587
2026
Q1 		$325K Buy
2,683
+737
+38% +$94.2K 0.01% 664
2025
Q4 		$251K Sell
1,946
-81
-4% -$10.3K 0.01% 661
2025
Q3 		$255K Buy
2,027
+2
+0.1% +$242 0.01% 641
2025
Q2 		$235K Sell
2,025
-15
-0.7% -$1.6K 0.01% 629
2025
Q1 		$209K Buy
2,040
+3
+0.1% +$327 0.01% 648
2024
Q4 		$225K Buy
2,037
+171
+9% +$19.1K 0.01% 671
2024
Q3 		$203K Sell
1,866
-351
-16% -$36.8K 0.01% 687
2024
Q2 		$230K Buy
2,217
+737
+50% +$73.7K 0.01% 639
2024
Q1 		$149K Buy
1,480
+468
+46% +$44.8K 0.01% 795
2023
Q4 		$92.1K Sell
1,012
-1,405
-58% -$119K 0.01% 625
2023
Q3 		$197K Sell
2,417
-94
-4% -$7.97K 0.01% 526
2023
Q2 		$211K Sell
2,511
-2,266
-47% -$180K 0.01% 515
2023
Q1 		$373K Sell
4,777
-451
-9% -$34.1K 0.03% 418
2022
Q4 		$375K Sell
5,228
-263
-5% -$18.9K 0.03% 366
2022
Q3 		$367K Buy
+5,491
New +$412K 0.03% 341

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Avior Wealth Management's DSI Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.3% in Q2 2026, selling an estimated $1.1K and leaving 2,675 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #587.

Avior Wealth Management first reported a position in DSI in Q3 2022 and has held it in 16 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Avior Wealth Management held 2,675 shares of iShares MSCI KLD 400 Social ETF worth $381K as of Q2 2026.
  • Avior Wealth Management sold 8 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.1K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Avior Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and has held it in 16 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.