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Envision Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Envision Financial’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 		$508K Sell
3,567
-803
-18% -$110K 0.23% 38
2026
Q1 		$530K Buy
+4,370
New +$559K 0.29% 37

Other funds holding DSI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envision Financial's DSI Position: Q2 2026 in Review

Envision Financial reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 18% in Q2 2026, selling an estimated $110K and leaving 3,567 shares worth $508K. The position accounts for 0.23% of the portfolio, ranked #38.

Envision Financial first reported a position in DSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $530K in Q1 2026. 102 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Envision Financial held 3,567 shares of iShares MSCI KLD 400 Social ETF worth $508K as of Q2 2026.
  • Envision Financial sold 803 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $110K.
  • iShares MSCI KLD 400 Social ETF made up 0.23% of Envision Financial's portfolio in Q2 2026, its #38 holding.
  • Envision Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2026 and has held it in 2 quarters since.
  • Envision Financial's iShares MSCI KLD 400 Social ETF position peaked at $530K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.