BFP
DSI icon

Birchwood Financial Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Birchwood Financial Partners’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 		$851K Buy
5,977
+884
+17% +$121K 0.7% 35
2026
Q1 		$617K Buy
5,093
+814
+19% +$104K 0.6% 39
2025
Q4 		$551K Buy
+4,279
New +$547K 0.55% 46

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

Birchwood Financial Partners's DSI Position: Q2 2026 in Review

Birchwood Financial Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 17% in Q2 2026, buying an estimated $121K and bringing the position to 5,977 shares worth $851K. The position accounts for 0.7% of the portfolio, ranked #35.

Birchwood Financial Partners first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Birchwood Financial Partners held 5,977 shares of iShares MSCI KLD 400 Social ETF worth $851K as of Q2 2026.
  • Birchwood Financial Partners bought 884 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $121K.
  • iShares MSCI KLD 400 Social ETF made up 0.7% of Birchwood Financial Partners's portfolio in Q2 2026, its #35 holding.
  • Birchwood Financial Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.