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Braun-Bostich & Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Braun-Bostich & Associates’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 		$291K Sell
2,043
-67
-3% -$9.18K 0.16% 97
2026
Q1 		$256K Sell
2,110
-167
-7% -$21.4K 0.16% 97
2025
Q4 		$293K Buy
2,277
+14
+0.6% +$1.79K 0.18% 92
2025
Q3 		$285K Sell
2,263
-73
-3% -$8.83K 0.18% 89
2025
Q2 		$271K Sell
2,336
-58
-2% -$6.18K 0.19% 90
2025
Q1 		$245K Sell
2,394
-114
-5% -$12.4K 0.18% 96
2024
Q4 		$277K Sell
2,508
-139
-5% -$15.5K 0.2% 82
2024
Q3 		$288K Buy
2,647
+9
+0.3% +$944 0.2% 84
2024
Q2 		$274K Buy
+2,638
New +$264K 0.2% 83
2022
Q1 		– Sell
-2,960
Closed -$261K – 89
2021
Q4 		$261K Buy
+2,960
New +$267K 0.06% 90
2020
Q4 		– Sell
-752
Closed -$48K – 104
2020
Q3 		$48K Hold
752
– – 0.05% 153
2020
Q2 		$44K Sell
752
-10,874
-94% -$604K 0.04% 137
2020
Q1 		$542K Buy
11,626
+10,940
+1,595% +$628K 0.69% 26
2019
Q4 		$42K Buy
+686
New +$39.4K 0.04% 150
2019
Q3 		– Sell
-1,052
Closed -$58K – 138
2019
Q2 		$58K Sell
1,052
-1,644
-61% -$88.3K 0.06% 180
2019
Q1 		$142K Hold
2,696
– – 0.15% 128
2018
Q4 		$125K Hold
2,696
– – 0.13% 123
2018
Q3 		$144K Buy
2,696
+1,052
+64% +$55.4K 0.14% 111
2018
Q2 		$83K Buy
1,644
+222
+16% +$11.1K 0.08% 151
2018
Q1 		$69K Buy
+1,422
New +$71.8K 0.06% 154

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Braun-Bostich & Associates's DSI Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.2% in Q2 2026, selling an estimated $9.18K and leaving 2,043 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #97.

Braun-Bostich & Associates first reported a position in DSI in Q1 2018 and has held it in 20 quarters since. The position peaked at $542K in Q1 2020. 287 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Braun-Bostich & Associates held 2,043 shares of iShares MSCI KLD 400 Social ETF worth $291K as of Q2 2026.
  • Braun-Bostich & Associates sold 67 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $9.18K.
  • iShares MSCI KLD 400 Social ETF made up 0.16% of Braun-Bostich & Associates's portfolio in Q2 2026, its #97 holding.
  • Braun-Bostich & Associates first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2018 and has held it in 20 quarters since.
  • Braun-Bostich & Associates's iShares MSCI KLD 400 Social ETF position peaked at $542K in Q1 2020.
  • 287 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.