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

Evoke Wealth’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	–	Sell	-2,005	Closed	-$243K	–	175
2026 Q1	$243K	Hold	2,005	–	–	﹤0.01%	603
2025 Q4	$258K	Hold	2,005	–	–	﹤0.01%	562
2025 Q3	$253K	Hold	2,005	–	–	0.01%	545
2025 Q2	$233K	Hold	2,005	–	–	0.01%	524
2025 Q1	$205K	Hold	2,005	–	–	0.01%	420
2024 Q4	$221K	Hold	2,005	–	–	0.01%	399
2024 Q3	$218K	Hold	2,005	–	–	0.01%	382
2024 Q2	$208K	Hold	2,005	–	–	0.25%	82
2024 Q1	$202K	Buy	+2,005	New	+$192K	0.01%	384
2023 Q4	–	Sell	-2,610	Closed	-$213K	–	166
2023 Q3	$213K	Buy	+2,610	New	+$221K	0.01%	346

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

Evoke Wealth's DSI Position: Q2 2026 in Review

Evoke Wealth sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 2,005 shares — an estimated $243K sold.

Evoke Wealth first reported a position in DSI in Q3 2023 and held it in 10 quarters. The position peaked at $258K in Q4 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Evoke Wealth reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 2,005 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $243K.
Evoke Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and held it in 10 quarters.
Evoke Wealth's iShares MSCI KLD 400 Social ETF position peaked at $258K in Q4 2025.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.