Bond & Devick Financial Network’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bond & Devick Financial Network’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	$1.27M	Buy	8,945 +2	+0%	+$274	0.31%	52
2026 Q1	$1.08M	Sell	8,943 -114	-1%	-$14.6K	0.3%	50
2025 Q4	$1.17M	Sell	9,057 -755	-8%	-$96.4K	0.33%	46
2025 Q3	$1.24M	Sell	9,812 -338	-3%	-$40.9K	0.37%	40
2025 Q2	$1.18M	Sell	10,150 -598	-6%	-$63.7K	0.39%	38
2025 Q1	$1.1M	Buy	10,748 +36	+0.3%	+$3.93K	0.4%	39
2024 Q4	$1.17M	Hold	10,712	–	–	0.5%	36
2024 Q3	$1.17M	Sell	10,712 -122	-1%	-$12.8K	0.5%	36
2024 Q2	$1.13M	Sell	10,834 -169	-2%	-$16.9K	0.6%	28
2024 Q1	$1.11M	Sell	11,003 -604	-5%	-$57.8K	0.6%	26
2023 Q4	$1.06M	Hold	11,607	–	–	0.6%	25
2023 Q3	$945K	Buy	11,607 +143	+1%	+$12.1K	0.61%	31
2023 Q2	$965K	Buy	11,464 +566	+5%	+$45K	0.6%	30
2023 Q1	$850K	Hold	10,898	–	–	0.54%	34
2022 Q4	$782K	Sell	10,898 -1,741	-14%	-$125K	0.56%	38
2022 Q3	$846K	Buy	12,639 +102	+0.8%	+$7.66K	0.7%	30
2022 Q2	$901K	Sell	12,537 -63	-0.5%	-$4.91K	0.79%	32
2022 Q1	$1.09M	Sell	12,600 -363	-3%	-$31.1K	0.87%	22
2021 Q4	$1.21M	Buy	12,963 +344	+3%	+$31K	0.9%	22
2021 Q3	$1.05M	Sell	12,619 -98	-0.8%	-$8.38K	0.87%	26
2021 Q2	$1.05M	Sell	12,717 -185	-1%	-$14.9K	0.87%	27
2021 Q1	$985K	Buy	12,902 +313	+2%	+$23.2K	0.91%	28
2020 Q4	$901K	Buy	+12,589	New	+$853K	1.03%	27

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

Bond & Devick Financial Network's DSI Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.02% in Q2 2026, buying an estimated $274 and bringing the position to 8,945 shares worth $1.27M. The position accounts for 0.31% of the portfolio, ranked #52.

Bond & Devick Financial Network first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Bond & Devick Financial Network held 8,945 shares of iShares MSCI KLD 400 Social ETF worth $1.27M as of Q2 2026.
Bond & Devick Financial Network bought 2 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $274.
iShares MSCI KLD 400 Social ETF made up 0.31% of Bond & Devick Financial Network's portfolio in Q2 2026, its #52 holding.
Bond & Devick Financial Network first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.