CFS Investment Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CFS Investment Advisory Services’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	$229K	Sell	1,617 -38	-2%	-$5.21K	0.02%	341
2026 Q1	$221K	Sell	1,655 -91	-5%	-$11.6K	0.02%	339
2025 Q4	$225K	Buy	1,746 +12	+0.7%	+$1.53K	0.02%	319
2025 Q3	$222K	Sell	1,734 -25	-1%	-$3.02K	0.02%	324
2025 Q2	$204K	Buy	+1,759	New	+$187K	0.02%	319
2022 Q2	–	Sell	-15,245	Closed	–	–	301
2022 Q1	$0	Buy	+15,245	New	+$1.31M	﹤0.01%	449

Other funds holding DSI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CFS Investment Advisory Services's DSI Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.3% in Q2 2026, selling an estimated $5.21K and leaving 1,617 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #341.

CFS Investment Advisory Services first reported a position in DSI in Q1 2022 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

CFS Investment Advisory Services held 1,617 shares of iShares MSCI KLD 400 Social ETF worth $229K as of Q2 2026.
CFS Investment Advisory Services sold 38 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $5.21K.
iShares MSCI KLD 400 Social ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #341 holding.
CFS Investment Advisory Services first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.