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Financial Life Planners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Financial Life Planners’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 		$42.8K Buy
301
+1
+0.3% +$137 0.03% 133
2026
Q1 		$36.4K Buy
+300
New +$38.4K 0.03% 138
2025
Q4 		– Sell
-299
Closed -$37.6K – 131
2025
Q3 		$37.6K Buy
+299
New +$36.2K 0.03% 147
2025
Q1 		– Sell
-348
Closed -$38.4K – 169
2024
Q4 		$38.4K Buy
+348
New +$38.9K 0.03% 142

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Financial Life Planners's DSI Position: Q2 2026 in Review

Financial Life Planners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.33% in Q2 2026, buying an estimated $137 and bringing the position to 301 shares worth $42.8K. The position accounts for 0.03% of the portfolio, ranked #133.

Financial Life Planners first reported a position in DSI in Q4 2024 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Financial Life Planners held 301 shares of iShares MSCI KLD 400 Social ETF worth $42.8K as of Q2 2026.
  • Financial Life Planners bought 1 iShares MSCI KLD 400 Social ETF share in Q2 2026, an estimated $137.
  • iShares MSCI KLD 400 Social ETF made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #133 holding.
  • Financial Life Planners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.