Evermay Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Evermay Wealth Management’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	$18.5K	Hold	130	–	–	﹤0.01%	450
2026 Q1	$15.8K	Hold	130	–	–	﹤0.01%	415
2025 Q4	$16.7K	Hold	130	–	–	﹤0.01%	402
2025 Q3	$16.4K	Hold	130	–	–	﹤0.01%	407
2025 Q2	$15.1K	Hold	130	–	–	﹤0.01%	411
2025 Q1	$13.3K	Hold	130	–	–	﹤0.01%	417
2024 Q4	$14.3K	Hold	130	–	–	﹤0.01%	403
2024 Q3	$14.1K	Hold	130	–	–	﹤0.01%	427
2024 Q2	$13.5K	Hold	130	–	–	﹤0.01%	429
2024 Q1	$13.1K	Hold	130	–	–	﹤0.01%	445
2023 Q4	$11.8K	Hold	130	–	–	﹤0.01%	437
2023 Q3	$10.6K	Hold	130	–	–	﹤0.01%	420
2023 Q2	$10.9K	Hold	130	–	–	﹤0.01%	421
2023 Q1	$10.1K	Hold	130	–	–	﹤0.01%	419
2022 Q4	$9.33K	Hold	130	–	–	﹤0.01%	423
2022 Q3	$9K	Hold	130	–	–	﹤0.01%	403
2022 Q2	$9K	Hold	130	–	–	﹤0.01%	404
2022 Q1	$11K	Buy	+130	New	+$11.1K	﹤0.01%	411

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

Evermay Wealth Management's DSI Position: Q2 2026 in Review

Evermay Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 130 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Evermay Wealth Management first reported a position in DSI in Q1 2022 and has held it in 18 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Evermay Wealth Management held 130 shares of iShares MSCI KLD 400 Social ETF worth $18.5K as of Q2 2026.
Evermay Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #450 holding.
Evermay Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 18 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.