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

Erickson Financial Group’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	$414K	Sell	2,910 -31	-1%	-$4.25K	0.22%	20
2026 Q1	$356K	Buy	2,941 +8	+0.3%	+$1.02K	0.22%	21
2025 Q4	$378K	Buy	2,933 +399	+16%	+$51K	0.23%	20
2025 Q3	$319K	Buy	2,534 +48	+2%	+$5.8K	0.2%	22
2025 Q2	$289K	Sell	2,486 -2	-0.1%	-$213	0.2%	23
2025 Q1	$255K	Buy	2,488 +284	+13%	+$31K	0.19%	24
2024 Q4	$243K	Buy	2,204 +9	+0.4%	+$1.01K	0.17%	25
2024 Q3	$239K	Buy	+2,195	New	+$230K	0.17%	25
2022 Q4	–	Sell	-10,173	Closed	-$681K	–	23
2022 Q3	$681K	Buy	10,173 +600	+6%	+$45K	0.76%	18
2022 Q2	$688K	Buy	9,573 +3,294	+52%	+$257K	0.74%	17
2022 Q1	$544K	Buy	+6,279	New	+$538K	0.49%	19

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

Erickson Financial Group's DSI Position: Q2 2026 in Review

Erickson Financial Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.1% in Q2 2026, selling an estimated $4.25K and leaving 2,910 shares worth $414K. The position accounts for 0.22% of the portfolio, ranked #20.

Erickson Financial Group first reported a position in DSI in Q1 2022 and has held it in 11 quarters since. The position peaked at $688K in Q2 2022. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Erickson Financial Group held 2,910 shares of iShares MSCI KLD 400 Social ETF worth $414K as of Q2 2026.
Erickson Financial Group sold 31 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $4.25K.
iShares MSCI KLD 400 Social ETF made up 0.22% of Erickson Financial Group's portfolio in Q2 2026, its #20 holding.
Erickson Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 11 quarters since.
Erickson Financial Group's iShares MSCI KLD 400 Social ETF position peaked at $688K in Q2 2022.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Erickson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.