Diversify Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Diversify Wealth Management’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	$928K	Sell	6,747 -519	-7%	-$71.1K	0.02%	655
2026 Q1	$978K	Buy	7,266 +1,806	+33%	+$231K	0.02%	606
2025 Q4	$717K	Buy	+5,460	New	+$697K	0.03%	372

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Diversify Wealth Management's DSI Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 7.1% in Q2 2026, selling an estimated $71.1K and leaving 6,747 shares worth $928K. The position accounts for 0.02% of the portfolio, ranked #655.

Diversify Wealth Management first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $978K in Q1 2026. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Diversify Wealth Management held 6,747 shares of iShares MSCI KLD 400 Social ETF worth $928K as of Q2 2026.
Diversify Wealth Management sold 519 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $71.1K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #655 holding.
Diversify Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $978K in Q1 2026.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.