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

Bar Harbor 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 		$935K Sell
6,564
-129
-2% -$17.7K 0.05% 151
2026
Q1 		$811K Buy
+6,693
New +$856K 0.05% 150

Other funds holding DSI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bar Harbor Wealth Management's DSI Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.9% in Q2 2026, selling an estimated $17.7K and leaving 6,564 shares worth $935K. The position accounts for 0.05% of the portfolio, ranked #151.

Bar Harbor Wealth Management first reported a position in DSI in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Bar Harbor Wealth Management held 6,564 shares of iShares MSCI KLD 400 Social ETF worth $935K as of Q2 2026.
  • Bar Harbor Wealth Management sold 129 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $17.7K.
  • iShares MSCI KLD 400 Social ETF made up 0.05% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Bar Harbor Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.