BLVD Private Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

BLVD Private Wealth’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	$231K	Buy	+1,619	New	+$222K	0.17%	60
2026 Q1	–	Sell	-1,625	Closed	-$209K	–	68
2025 Q4	$209K	Sell	1,625 -32	-2%	-$4.09K	0.18%	65
2025 Q3	$209K	Buy	+1,657	New	+$200K	0.18%	70

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

BLVD Private Wealth's DSI Position: Q2 2026 in Review

BLVD Private Wealth opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,619 shares worth $231K. The stake represents 0.17% of the portfolio and ranks #60 among its holdings. This is a return to the name: BLVD Private Wealth previously reported a position in DSI as recently as Q4 2025.

BLVD Private Wealth first reported a position in DSI in Q3 2025 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

BLVD Private Wealth held 1,619 shares of iShares MSCI KLD 400 Social ETF worth $231K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new BLVD Private Wealth position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.17% of BLVD Private Wealth's portfolio in Q2 2026, its #60 holding.
BLVD Private Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and has held it in 3 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.