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EP Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

EP Wealth Advisors’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 		$2.71M Buy
19,027
+421
+2% +$57.7K 0.01% 506
2026
Q1 		$2.25M Buy
18,606
+708
+4% +$90.5K 0.01% 452
2025
Q4 		$2.31M Buy
+17,898
New +$2.29M 0.01% 413
2025
Q2 		$2.19M Buy
18,871
+3,787
+25% +$403K 0.01% 397
2025
Q1 		$1.54M Buy
15,084
+171
+1% +$18.7K 0.01% 405
2024
Q4 		$1.64M Sell
14,913
-179
-1% -$20K 0.01% 388
2024
Q3 		$1.64M Buy
15,092
+1,155
+8% +$121K 0.01% 393
2024
Q2 		$1.45M Sell
13,937
-1,267
-8% -$127K 0.02% 329
2024
Q1 		$1.53M Sell
15,204
-464
-3% -$44.4K 0.02% 307
2023
Q4 		$1.43M Sell
15,668
-566
-3% -$48K 0.02% 307
2023
Q3 		$1.32M Buy
16,234
+6,847
+73% +$581K 0.02% 288
2023
Q2 		$1.8M Sell
9,387
-6,827
-42% -$543K 0.03% 253
2023
Q1 		$889K Buy
16,214
+11,880
+274% +$897K 0.02% 321
2022
Q4 		$311K Buy
+4,334
New +$311K 0.01% 464
2022
Q3 		– Sell
-4,334
Closed -$312K – 410
2022
Q2 		$312K Hold
4,334
– – 0.01% 470
2022
Q1 		$375K Sell
4,334
-343
-7% -$29.4K 0.01% 442
2021
Q4 		$435K Buy
4,677
+1
+0% +$90 0.01% 385
2021
Q3 		$389K Buy
4,676
+342
+8% +$29.2K 0.01% 380
2021
Q2 		$359K Hold
4,334
– – 0.01% 404
2021
Q1 		$331K Sell
4,334
-66
-2% -$4.89K 0.01% 387
2020
Q4 		$315K Buy
4,400
+816
+23% +$55.3K 0.01% 336
2020
Q3 		$229K Buy
+3,584
New +$226K 0.01% 325
2020
Q2 		– Hold
0
– – – 349
2020
Q1 		– Sell
-3,584
Closed -$215K – 387
2019
Q4 		$215K Buy
+3,584
New +$206K 0.01% 382

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

EP Wealth Advisors's DSI Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.3% in Q2 2026, buying an estimated $57.7K and bringing the position to 19,027 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #506.

EP Wealth Advisors first reported a position in DSI in Q4 2019 and has held it in 23 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • EP Wealth Advisors held 19,027 shares of iShares MSCI KLD 400 Social ETF worth $2.71M as of Q2 2026.
  • EP Wealth Advisors bought 421 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $57.7K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #506 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 23 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.