Commonwealth Retirement Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Commonwealth Retirement Investments’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	$29K	Buy	+204	New	+$28K	0.01%	219
2026 Q1	–	Sell	-242	Closed	-$31.2K	–	199
2025 Q4	$31.2K	Buy	+242	New	+$30.9K	0.01%	210

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Commonwealth Retirement Investments's DSI Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 204 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in DSI as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in DSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $31.2K in Q4 2025. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Commonwealth Retirement Investments held 204 shares of iShares MSCI KLD 400 Social ETF worth $29K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Commonwealth Retirement Investments position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #219 holding.
Commonwealth Retirement Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 2 quarters since.
Commonwealth Retirement Investments's iShares MSCI KLD 400 Social ETF position peaked at $31.2K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.