Financial Network Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Financial Network Wealth Management’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	$249K	Hold	1,750	–	–	0.07%	104
2026 Q1	$212K	Hold	1,750	–	–	0.07%	107
2025 Q4	$225K	Hold	1,750	–	–	0.07%	106
2025 Q3	$225K	Buy	+1,750	New	+$212K	0.07%	106
2025 Q1	$179K	Buy	+1,750	New	+$191K	0.06%	123

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Financial Network Wealth Management's DSI Position: Q2 2026 in Review

Financial Network Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1,750 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #104.

Financial Network Wealth Management first reported a position in DSI in Q1 2025 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Financial Network Wealth Management held 1,750 shares of iShares MSCI KLD 400 Social ETF worth $249K as of Q2 2026.
Financial Network Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.07% of Financial Network Wealth Management's portfolio in Q2 2026, its #104 holding.
Financial Network Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 5 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.