Brown Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Brown Financial 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 Q1	$285K	Buy	2,352 +52	+2%	+$6.65K	0.11%	149
2025 Q4	$296K	Hold	2,300	–	–	0.11%	142
2025 Q3	$290K	Hold	2,300	–	–	0.11%	138
2025 Q2	$267K	Hold	2,300	–	–	0.1%	134
2025 Q1	$236K	Buy	2,300 +38	+2%	+$4.15K	0.1%	127
2024 Q4	$249K	Hold	2,262	–	–	0.1%	123
2024 Q3	$246K	Hold	2,262	–	–	0.1%	123
2024 Q2	$235K	Buy	+2,262	New	+$226K	0.11%	136

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Brown Financial Advisors's DSI Position: Q1 2026 in Review

Brown Financial Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.3% in Q1 2026, buying an estimated $6.65K and bringing the position to 2,352 shares worth $285K. The position accounts for 0.11% of the portfolio, ranked #149.

Brown Financial Advisors first reported a position in DSI in Q2 2024 and has held it in 8 quarters since. The position peaked at $296K in Q4 2025. 592 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Brown Financial Advisors held 2,352 shares of iShares MSCI KLD 400 Social ETF worth $285K as of Q1 2026.
Brown Financial Advisors bought 52 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $6.65K.
iShares MSCI KLD 400 Social ETF made up 0.11% of Brown Financial Advisors's portfolio in Q1 2026, its #149 holding.
Brown Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's iShares MSCI KLD 400 Social ETF position peaked at $296K in Q4 2025.
592 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.