Darden Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Darden Wealth Group’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	$272K	Buy	1,908 +1	+0.1%	+$137	0.11%	125
2026 Q1	$231K	Hold	1,907	–	–	0.12%	133
2025 Q4	$246K	Hold	1,907	–	–	0.12%	125
2025 Q3	$240K	Hold	1,907	–	–	0.13%	120
2025 Q2	$222K	Buy	+1,907	New	+$203K	0.13%	115
2025 Q1	–	Sell	-1,907	Closed	-$210K	–	102
2024 Q4	$210K	Hold	1,907	–	–	0.14%	104
2024 Q3	$208K	Buy	+1,907	New	+$200K	0.15%	104

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

Darden Wealth Group's DSI Position: Q2 2026 in Review

Darden Wealth Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.05% in Q2 2026, buying an estimated $137 and bringing the position to 1,908 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #125.

Darden Wealth Group first reported a position in DSI in Q3 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Darden Wealth Group held 1,908 shares of iShares MSCI KLD 400 Social ETF worth $272K as of Q2 2026.
Darden Wealth Group bought 1 iShares MSCI KLD 400 Social ETF share in Q2 2026, an estimated $137.
iShares MSCI KLD 400 Social ETF made up 0.11% of Darden Wealth Group's portfolio in Q2 2026, its #125 holding.
Darden Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 7 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.