Diversify Advisory Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
IAS
Diversify Advisory Services's DSI Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 6,747 shares worth $928K. The stake represents 0.02% of the portfolio and ranks #655 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DSI as recently as Q4 2025.
Diversify Advisory Services first reported a position in DSI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q2 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Diversify Advisory Services held 6,747 shares of iShares MSCI KLD 400 Social ETF worth $928K as of Q2 2026.
- iShares MSCI KLD 400 Social ETF was a new Diversify Advisory Services position in Q2 2026.
- iShares MSCI KLD 400 Social ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #655 holding.
- Diversify Advisory Services first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 9 quarters since.
- Diversify Advisory Services's iShares MSCI KLD 400 Social ETF position peaked at $1.86M in Q2 2024.
- 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.