Concurrent Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Concurrent Investment 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 Q2	$2.29M	Buy	16,050 +1,724	+12%	+$236K	0.02%	679
2026 Q1	$1.74M	Buy	14,326 +2,809	+24%	+$359K	0.02%	665
2025 Q4	$1.48M	Buy	11,517 +7,100	+161%	+$907K	0.02%	679
2025 Q3	$556K	Buy	4,417 +513	+13%	+$62K	0.01%	866
2025 Q2	$453K	Buy	3,904 +903	+30%	+$96.2K	0.01%	886
2025 Q1	$307K	Buy	3,001 +572	+24%	+$62.4K	0.01%	911
2024 Q4	$268K	Buy	2,429 +206	+9%	+$23K	0.01%	873
2024 Q3	$242K	Buy	2,223 +86	+4%	+$9.02K	0.01%	865
2024 Q2	$222K	Buy	2,137 +1	+0%	+$100	0.01%	838
2024 Q1	$215K	Buy	+2,136	New	+$204K	0.01%	784

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

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

Concurrent Investment Advisors's DSI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 12% in Q2 2026, buying an estimated $236K and bringing the position to 16,050 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #679.

Concurrent Investment Advisors first reported a position in DSI in Q1 2024 and has held it in 10 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Concurrent Investment Advisors held 16,050 shares of iShares MSCI KLD 400 Social ETF worth $2.29M as of Q2 2026.
Concurrent Investment Advisors bought 1,724 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $236K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #679 holding.
Concurrent Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 10 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.