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

Fifth Third 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
Q2 		$4M Buy
28,071
+200
+0.7% +$27.4K 0.11% 136
2026
Q1 		$3.38M Sell
27,871
-44,870
-62% -$5.74M 0.11% 140
2025
Q4 		$9.37M Hold
72,741
– – 0.33% 48
2025
Q3 		$9.16M Buy
72,741
+5,705
+9% +$690K 0.34% 48
2025
Q2 		$7.79M Sell
67,036
-50
-0.1% -$5.33K 0.33% 51
2025
Q1 		$6.87M Hold
67,086
– – 0.36% 45
2024
Q4 		$7.4M Buy
67,086
+8,852
+15% +$989K 0.4% 38
2024
Q3 		$6.34M Buy
58,234
+6,625
+13% +$695K 0.39% 43
2024
Q2 		$5.36M Buy
51,609
+294
+0.6% +$29.4K 0.41% 39
2024
Q1 		$5.17M Buy
51,315
+47,815
+1,366% +$4.57M 0.81% 19
2023
Q4 		$319K Buy
+3,500
New +$297K 0.1% 141

Other funds holding DSI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
MFA
McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fifth Third Wealth Advisors's DSI Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.72% in Q2 2026, buying an estimated $27.4K and bringing the position to 28,071 shares worth $4M. The position accounts for 0.11% of the portfolio, ranked #136.

Fifth Third Wealth Advisors first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.37M in Q4 2025. 102 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Fifth Third Wealth Advisors held 28,071 shares of iShares MSCI KLD 400 Social ETF worth $4M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 200 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $27.4K.
  • iShares MSCI KLD 400 Social ETF made up 0.11% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
  • Fifth Third Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $9.37M in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.