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

EverSource 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
Q1 		$646K Sell
5,330
-518
-9% -$66.2K 0.02% 505
2025
Q4 		$753K Buy
5,848
+147
+3% +$18.8K 0.03% 405
2025
Q3 		$718K Sell
5,701
-285
-5% -$34.5K 0.03% 395
2025
Q2 		$695K Sell
5,986
-240
-4% -$25.6K 0.03% 361
2025
Q1 		$638K Sell
6,226
-638
-9% -$69.6K 0.04% 337
2024
Q4 		$757K Sell
6,864
-543
-7% -$60.7K 0.04% 290
2024
Q3 		$806K Sell
7,407
-809
-10% -$84.8K 0.05% 252
2024
Q2 		$860K Buy
8,216
+7,214
+720% +$722K 0.06% 235
2024
Q1 		$96.4K Hold
1,002
– – 0.01% 721
2023
Q4 		$91.2K Buy
1,002
+147
+17% +$12.5K 0.01% 673
2023
Q3 		$69.6K Sell
855
-11
-1% -$933 0.01% 702
2023
Q2 		$72.9K Hold
866
– – 0.01% 693
2023
Q1 		$67.5K Sell
866
-269
-24% -$20.3K 0.01% 677
2022
Q4 		$81.5K Sell
1,135
-3,086
-73% -$222K 0.01% 574
2022
Q3 		$283K Sell
4,221
-155
-4% -$11.6K 0.06% 246
2022
Q2 		$315K Buy
4,376
+872
+25% +$67.9K 0.08% 203
2022
Q1 		$303K Buy
3,504
+1,543
+79% +$132K 0.08% 205
2021
Q4 		$182K Buy
+1,961
New +$177K 0.05% 234

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

EverSource Wealth Advisors's DSI Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 8.9% in Q1 2026, selling an estimated $66.2K and leaving 5,330 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #505.

EverSource Wealth Advisors first reported a position in DSI in Q4 2021 and has held it in 18 quarters since. The position peaked at $860K in Q2 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

  • EverSource Wealth Advisors held 5,330 shares of iShares MSCI KLD 400 Social ETF worth $646K as of Q1 2026.
  • EverSource Wealth Advisors sold 518 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $66.2K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #505 holding.
  • EverSource Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $860K in Q2 2024.
  • 590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.