Essential Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Essential Planning’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	$478K	Buy	3,360 +43	+1%	+$5.89K	0.14%	56
2026 Q1	$402K	Buy	3,317 +1	+0%	+$128	0.13%	60
2025 Q4	$427K	Sell	3,316 -110	-3%	-$14.1K	0.14%	58
2025 Q3	$431K	Sell	3,426 -110	-3%	-$13.3K	0.15%	54
2025 Q2	$411K	Buy	3,536 +27	+0.8%	+$2.88K	0.15%	56
2025 Q1	$359K	Sell	3,509 -230,092	-98%	-$25.1M	0.14%	57
2024 Q4	$26.1M	Buy	233,601 +229,904	+6,219%	+$25.7M	0.17%	50
2024 Q3	$402K	Sell	3,697 -212	-5%	-$22.2K	0.17%	53
2024 Q2	$406K	Buy	+3,909	New	+$391K	0.18%	47
2023 Q4	–	Sell	-2,541	Closed	-$207K	–	65
2023 Q3	$207K	Buy	2,541 +44	+2%	+$3.73K	0.11%	57
2023 Q2	$210K	Buy	+2,497	New	+$198K	0.12%	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

Essential Planning's DSI Position: Q2 2026 in Review

Essential Planning increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.3% in Q2 2026, buying an estimated $5.89K and bringing the position to 3,360 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #56.

Essential Planning first reported a position in DSI in Q2 2023 and has held it in 11 quarters since. The position peaked at $26.1M in Q4 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Essential Planning held 3,360 shares of iShares MSCI KLD 400 Social ETF worth $478K as of Q2 2026.
Essential Planning bought 43 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $5.89K.
iShares MSCI KLD 400 Social ETF made up 0.14% of Essential Planning's portfolio in Q2 2026, its #56 holding.
Essential Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 11 quarters since.
Essential Planning's iShares MSCI KLD 400 Social ETF position peaked at $26.1M in Q4 2024.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.