DHJJ Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

DHJJ Financial 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	$137K	Hold	960	–	–	0.04%	272
2026 Q1	$116K	Hold	960	–	–	0.04%	266
2025 Q4	$124K	Hold	960	–	–	0.04%	247
2025 Q3	$121K	Hold	960	–	–	0.04%	231
2025 Q2	$112K	Buy	960 +524	+120%	+$55.8K	0.04%	235
2025 Q1	$44.7K	Hold	436	–	–	0.02%	326
2024 Q4	$48.1K	Hold	436	–	–	0.02%	307
2024 Q3	$47.4K	Hold	436	–	–	0.02%	308
2024 Q2	$45.3K	Hold	436	–	–	0.02%	284
2024 Q1	$44K	Hold	436	–	–	0.02%	278
2023 Q4	$39.7K	Hold	436	–	–	0.02%	282
2023 Q3	$35.5K	Buy	+436	New	+$37K	0.02%	285

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

DHJJ Financial Advisors's DSI Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 960 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #272.

DHJJ Financial Advisors first reported a position in DSI in Q3 2023 and has held it in 12 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

DHJJ Financial Advisors held 960 shares of iShares MSCI KLD 400 Social ETF worth $137K as of Q2 2026.
DHJJ Financial Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #272 holding.
DHJJ Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 12 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.