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Farther Finance Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Farther Finance 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
Q2 		$2.37M Buy
16,669
+355
+2% +$48.7K 0.02% 665
2026
Q1 		$1.99M Buy
16,314
+1,264
+8% +$162K 0.02% 655
2025
Q4 		$1.94M Buy
15,050
+914
+6% +$117K 0.02% 593
2025
Q3 		$1.78M Buy
14,136
+1,410
+11% +$170K 0.03% 495
2025
Q2 		$1.48M Buy
12,726
+86
+0.7% +$9.16K 0.03% 457
2025
Q1 		$1.3M Buy
12,640
+3,305
+35% +$361K 0.03% 416
2024
Q4 		$1.03M Sell
9,335
-1,985
-18% -$222K 0.04% 361
2024
Q3 		$1.23M Buy
11,320
+1,104
+11% +$116K 0.05% 299
2024
Q2 		$1.06M Buy
10,216
+939
+10% +$94K 0.05% 293
2024
Q1 		$935K Sell
9,277
-20
-0.2% -$1.91K 0.06% 267
2023
Q4 		$846K Buy
9,297
+1,652
+22% +$140K 0.06% 257
2023
Q3 		$622K Sell
7,645
-95
-1% -$8.05K 0.1% 174
2023
Q2 		$651K Sell
7,740
-206
-3% -$16.4K 0.14% 133
2023
Q1 		$620K Sell
7,946
-10,551
-57% -$797K 0.18% 112
2022
Q4 		$1.33M Buy
+18,497
New +$1.33M 0.51% 32

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Farther Finance Advisors's DSI Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.2% in Q2 2026, buying an estimated $48.7K and bringing the position to 16,669 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #665.

Farther Finance Advisors first reported a position in DSI in Q4 2022 and has held it in 15 quarters since. 197 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Farther Finance Advisors held 16,669 shares of iShares MSCI KLD 400 Social ETF worth $2.37M as of Q2 2026.
  • Farther Finance Advisors bought 355 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $48.7K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #665 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 15 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.