CVA Family Office’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CVA Family Office’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	$22.5K	Hold	158	–	–	﹤0.01%	787
2026 Q1	$19.1K	Hold	158	–	–	﹤0.01%	807
2025 Q4	$20.4K	Hold	158	–	–	﹤0.01%	693
2025 Q3	$19.9K	Hold	158	–	–	﹤0.01%	695
2025 Q2	$18.4K	Hold	158	–	–	﹤0.01%	708
2025 Q1	$16.2K	Hold	158	–	–	﹤0.01%	718
2024 Q4	$17.4K	Hold	158	–	–	﹤0.01%	699
2024 Q3	$17.2K	Hold	158	–	–	﹤0.01%	680
2024 Q2	$16.4K	Hold	158	–	–	﹤0.01%	670
2024 Q1	$15.9K	Hold	158	–	–	﹤0.01%	683
2023 Q4	$14.4K	Buy	+158	New	+$13.4K	﹤0.01%	672
2023 Q3	–	Sell	-158	Closed	-$13.3K	–	426
2023 Q2	$13.3K	Hold	158	–	–	﹤0.01%	681
2023 Q1	$12.3K	Hold	158	–	–	﹤0.01%	661
2022 Q4	$11.3K	Buy	+158	New	+$11.4K	﹤0.01%	643

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

CVA Family Office's DSI Position: Q2 2026 in Review

CVA Family Office held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 158 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

CVA Family Office first reported a position in DSI in Q4 2022 and has held it in 14 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

CVA Family Office held 158 shares of iShares MSCI KLD 400 Social ETF worth $22.5K as of Q2 2026.
CVA Family Office left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #787 holding.
CVA Family Office first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 14 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.