Elevation Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Elevation Wealth Partners’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	$21.4K	Hold	150	–	–	0.01%	571
2026 Q1	$18.2K	Hold	150	–	–	0.01%	400
2025 Q4	$19.3K	Hold	150	–	–	0.01%	378
2025 Q3	$18.9K	Hold	150	–	–	0.01%	334
2025 Q2	$17.4K	Hold	150	–	–	0.01%	328
2025 Q1	$15.4K	Hold	150	–	–	0.01%	333
2024 Q4	$16.5K	Hold	150	–	–	0.01%	327
2024 Q3	$16.3K	Hold	150	–	–	0.01%	316
2024 Q2	$15.6K	Hold	150	–	–	0.01%	308
2024 Q1	$15.1K	Hold	150	–	–	0.01%	318
2023 Q4	$12.2K	Buy	+150	New	+$12.7K	0.01%	315

Other funds holding DSI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Elevation Wealth Partners's DSI Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 150 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #571.

Elevation Wealth Partners first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 264 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Elevation Wealth Partners held 150 shares of iShares MSCI KLD 400 Social ETF worth $21.4K as of Q2 2026.
Elevation Wealth Partners left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #571 holding.
Elevation Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
264 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.