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Dynamic Advisor Solutions’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Dynamic Advisor Solutions’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 		$1.23M Sell
8,668
-70
-0.8% -$9.59K 0.04% 437
2026
Q1 		$1.06M Hold
8,738
– – 0.03% 447
2025
Q4 		$1.13M Hold
8,738
– – 0.04% 426
2025
Q3 		$1.1M Sell
8,738
-90
-1% -$10.9K 0.03% 443
2025
Q2 		$1.03M Buy
8,828
+100
+1% +$10.6K 0.03% 449
2025
Q1 		$894K Hold
8,728
– – 0.03% 449
2024
Q4 		$962K Sell
8,728
-17
-0.2% -$1.9K 0.04% 315
2024
Q3 		$951K Sell
8,745
-620
-7% -$65K 0.03% 468
2024
Q2 		$973K Sell
9,365
-210
-2% -$21K 0.03% 467
2024
Q1 		$965K Buy
9,575
+471
+5% +$45K 0.03% 454
2023
Q4 		$814K Sell
9,104
-13
-0.1% -$1.1K 0.03% 461
2023
Q3 		$742K Hold
9,117
– – 0.04% 422
2023
Q2 		$767K Sell
9,117
-113
-1% -$8.98K 0.04% 399
2023
Q1 		$720K Sell
9,230
-420
-4% -$31.7K 0.04% 396
2022
Q4 		$693K Buy
9,650
+1
+0% +$72 0.05% 357
2022
Q3 		$646K Hold
9,649
– – 0.05% 337
2022
Q2 		$694K Sell
9,649
-10
-0.1% -$779 0.05% 319
2022
Q1 		$837K Buy
9,659
+86
+0.9% +$7.38K 0.06% 305
2021
Q4 		$889K Sell
9,573
-5,001
-34% -$451K 0.06% 303
2021
Q3 		$1.21M Sell
14,574
-763
-5% -$65.2K 0.09% 246
2021
Q2 		$1.27M Buy
15,337
+2,006
+15% +$161K 0.1% 233
2021
Q1 		$1.02M Hold
13,331
– – 0.09% 244
2020
Q4 		$954K Buy
13,331
+4,555
+52% +$309K 0.09% 249
2020
Q3 		$561K Buy
+8,776
New +$554K 0.06% 287

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Dynamic Advisor Solutions's DSI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.8% in Q2 2026, selling an estimated $9.59K and leaving 8,668 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #437.

Dynamic Advisor Solutions first reported a position in DSI in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.27M in Q2 2021. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Dynamic Advisor Solutions held 8,668 shares of iShares MSCI KLD 400 Social ETF worth $1.23M as of Q2 2026.
  • Dynamic Advisor Solutions sold 70 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $9.59K.
  • iShares MSCI KLD 400 Social ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #437 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2020 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's iShares MSCI KLD 400 Social ETF position peaked at $1.27M in Q2 2021.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.