EverSource Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
IAS
EverSource Wealth Advisors's DSI Position: Q2 2026 in Review
EverSource Wealth Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 15% in Q2 2026, buying an estimated $113K and bringing the position to 6,156 shares worth $876K. The position accounts for 0.03% of the portfolio, ranked #380.
EverSource Wealth Advisors first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- EverSource Wealth Advisors held 6,156 shares of iShares MSCI KLD 400 Social ETF worth $876K as of Q2 2026.
- EverSource Wealth Advisors bought 826 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $113K.
- iShares MSCI KLD 400 Social ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #380 holding.
- EverSource Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
- 636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.