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

Axxcess 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	$467K	Buy	+3,280	New	+$450K	0.01%	736
2026 Q1	–	Sell	-3,597	Closed	-$463K	–	553
2025 Q4	$463K	Buy	3,597 +259	+8%	+$33.1K	0.01%	724
2025 Q3	$420K	Buy	3,338 +266	+9%	+$32.2K	0.01%	670
2025 Q2	$357K	Buy	3,072 +951	+45%	+$101K	0.01%	676
2025 Q1	$217K	Buy	+2,121	New	+$231K	0.01%	790
2024 Q4	–	Sell	-1,860	Closed	-$202K	–	875
2024 Q3	$202K	Buy	+1,860	New	+$195K	0.01%	845

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Axxcess Wealth Management opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 3,280 shares worth $467K. The stake represents 0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DSI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DSI in Q3 2024 and has held it in 6 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Axxcess Wealth Management held 3,280 shares of iShares MSCI KLD 400 Social ETF worth $467K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #736 holding.
Axxcess Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 6 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.