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Buttonwood Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Buttonwood Financial Group’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 		$281K Sell
1,974
-71
-3% -$9.73K 0.16% 29
2026
Q1 		$248K Sell
2,045
-492
-19% -$62.9K 0.15% 29
2025
Q4 		$333K Sell
2,537
-1,888
-43% -$241K 0.18% 28
2025
Q3 		$560K Buy
4,425
+30
+0.7% +$3.63K 0.24% 25
2025
Q2 		$513K Sell
4,395
-207
-4% -$22K 0.26% 25
2025
Q1 		$446K Buy
4,602
+152
+3% +$16.6K 0.26% 25
2024
Q4 		$512K Sell
4,450
-407
-8% -$45.5K 0.28% 22
2024
Q3 		$528K Sell
4,857
-322
-6% -$33.8K 0.32% 19
2024
Q2 		$538K Buy
5,179
+379
+8% +$37.9K 0.31% 22
2024
Q1 		$484K Buy
4,800
+1,082
+29% +$103K 0.29% 24
2023
Q4 		$339K Hold
3,718
– – 0.25% 23
2023
Q3 		$294K Buy
3,718
+459
+14% +$38.9K 0.21% 24
2023
Q2 		$282K Sell
3,259
-172
-5% -$13.7K 0.24% 21
2023
Q1 		$268K Sell
3,431
-596
-15% -$45K 0.27% 19
2022
Q4 		$289K Buy
4,027
+402
+11% +$28.9K 0.26% 27
2022
Q3 		$242K Sell
3,625
-18
-0.5% -$1.35K 0.25% 20
2022
Q2 		$264K Buy
+3,643
New +$284K 0.26% 19

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Buttonwood Financial Group's DSI Position: Q2 2026 in Review

Buttonwood Financial Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.5% in Q2 2026, selling an estimated $9.73K and leaving 1,974 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #29.

Buttonwood Financial Group first reported a position in DSI in Q2 2022 and has held it in 17 quarters since. The position peaked at $560K in Q3 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Buttonwood Financial Group held 1,974 shares of iShares MSCI KLD 400 Social ETF worth $281K as of Q2 2026.
  • Buttonwood Financial Group sold 71 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $9.73K.
  • iShares MSCI KLD 400 Social ETF made up 0.16% of Buttonwood Financial Group's portfolio in Q2 2026, its #29 holding.
  • Buttonwood Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 17 quarters since.
  • Buttonwood Financial Group's iShares MSCI KLD 400 Social ETF position peaked at $560K in Q3 2025.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.