Decker Retirement Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Decker Retirement Planning’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	$1.41M	Buy	9,910 +1,128	+13%	+$155K	0.48%	46
2026 Q1	$1.06M	Buy	8,782 +539	+7%	+$68.9K	0.48%	45
2025 Q4	$1.06M	Buy	8,243 +522	+7%	+$66.7K	0.53%	48
2025 Q3	$972K	Sell	7,721 -421	-5%	-$50.9K	0.53%	49
2025 Q2	$946K	Buy	8,142 +8,118	+33,825%	+$865K	0.55%	42
2025 Q1	$2.46K	Hold	24	–	–	﹤0.01%	170
2024 Q4	$2.65K	Buy	+24	New	+$2.68K	﹤0.01%	410

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

Decker Retirement Planning's DSI Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 13% in Q2 2026, buying an estimated $155K and bringing the position to 9,910 shares worth $1.41M. The position accounts for 0.48% of the portfolio, ranked #46.

Decker Retirement Planning first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Decker Retirement Planning held 9,910 shares of iShares MSCI KLD 400 Social ETF worth $1.41M as of Q2 2026.
Decker Retirement Planning bought 1,128 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $155K.
iShares MSCI KLD 400 Social ETF made up 0.48% of Decker Retirement Planning's portfolio in Q2 2026, its #46 holding.
Decker Retirement Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.