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Cypress Wealth Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Cypress Wealth 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 		$415K Hold
2,912
– – 0.05% 271
2026
Q1 		$353K Buy
2,912
+327
+13% +$41.8K 0.05% 275
2025
Q4 		$333K Sell
2,585
-52
-2% -$6.64K 0.05% 273
2025
Q3 		$332K Buy
2,637
+59
+2% +$7.13K 0.05% 231
2025
Q2 		$299K Buy
+2,578
New +$275K 0.05% 232

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cypress Wealth Services's DSI Position: Q2 2026 in Review

Cypress Wealth Services held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 2,912 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #271.

Cypress Wealth Services first reported a position in DSI in Q2 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Cypress Wealth Services held 2,912 shares of iShares MSCI KLD 400 Social ETF worth $415K as of Q2 2026.
  • Cypress Wealth Services left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #271 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.