Envestnet Portfolio Solutions’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Envestnet Portfolio 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	$45.4M	Sell	318,940 -7,119	-2%	-$976K	0.22%	78
2026 Q1	$39.5M	Sell	326,059 -37,758	-10%	-$4.83M	0.22%	73
2025 Q4	$46.9M	Sell	363,817 -4,457	-1%	-$569K	0.16%	75
2025 Q3	$46.4M	Sell	368,274 -25,393	-6%	-$3.07M	0.17%	75
2025 Q2	$45.7M	Sell	393,667 -51,941	-12%	-$5.53M	0.17%	71
2025 Q1	$45.6M	Sell	445,608 -120,943	-21%	-$13.2M	0.17%	72
2024 Q4	$62.5M	Sell	566,551 -50,694	-8%	-$5.66M	0.2%	66
2024 Q3	$67.2M	Sell	617,245 -80,726	-12%	-$8.46M	0.22%	60
2024 Q2	$72.5M	Sell	697,971 -4,783	-0.7%	-$479K	0.25%	57
2024 Q1	$70.8M	Sell	702,754 -49,797	-7%	-$4.76M	0.27%	55
2023 Q4	$68.5M	Buy	752,551 +96,140	+15%	+$8.16M	0.28%	53
2023 Q3	$53.4M	Buy	+656,411	New	+$55.7M	0.25%	55

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

Envestnet Portfolio Solutions's DSI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.2% in Q2 2026, selling an estimated $976K and leaving 318,940 shares worth $45.4M. The position accounts for 0.22% of the portfolio, ranked #78.

Envestnet Portfolio Solutions first reported a position in DSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $72.5M in Q2 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Envestnet Portfolio Solutions held 318,940 shares of iShares MSCI KLD 400 Social ETF worth $45.4M as of Q2 2026.
Envestnet Portfolio Solutions sold 7,119 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $976K.
iShares MSCI KLD 400 Social ETF made up 0.22% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #78 holding.
Envestnet Portfolio Solutions first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares MSCI KLD 400 Social ETF position peaked at $72.5M in Q2 2024.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.