Blue Zone Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Blue Zone Wealth Advisors’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	$431K	Hold	3,026	–	–	0.08%	87
2026 Q1	$367K	Hold	3,026	–	–	0.07%	92
2025 Q4	$390K	Hold	3,026	–	–	0.07%	101
2025 Q3	$381K	Hold	3,026	–	–	0.08%	97
2025 Q2	$352K	Buy	+3,026	New	+$322K	0.09%	84

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

Blue Zone Wealth Advisors's DSI Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 3,026 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #87.

Blue Zone Wealth Advisors first reported a position in DSI in Q2 2025 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Blue Zone Wealth Advisors held 3,026 shares of iShares MSCI KLD 400 Social ETF worth $431K as of Q2 2026.
Blue Zone Wealth Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.08% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Blue Zone Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 5 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.