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

Beacon Investment 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
2026 Q2	$212K	Buy	1,491 +3	+0.2%	+$411	0.01%	248
2026 Q1	$180K	Buy	+1,488	New	+$190K	0.01%	257

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

Beacon Investment Advisory Services's DSI Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.2% in Q2 2026, buying an estimated $411 and bringing the position to 1,491 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #248.

Beacon Investment Advisory Services first reported a position in DSI in Q1 2026 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Beacon Investment Advisory Services held 1,491 shares of iShares MSCI KLD 400 Social ETF worth $212K as of Q2 2026.
Beacon Investment Advisory Services bought 3 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $411.
iShares MSCI KLD 400 Social ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #248 holding.
Beacon Investment Advisory Services first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2026 and has held it in 2 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.