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

Financial Perspectives’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	$155K	Buy	1,091 +2	+0.2%	+$274	0.04%	198
2026 Q1	$132K	Buy	1,089 +3	+0.3%	+$384	0.04%	212
2025 Q4	$140K	Buy	1,086 +3	+0.3%	+$383	0.04%	198
2025 Q3	$136K	Buy	1,083 +3	+0.3%	+$363	0.04%	205
2025 Q2	$125K	Buy	1,080 +2	+0.2%	+$213	0.04%	204
2025 Q1	$110K	Buy	1,078 +281	+35%	+$30.7K	0.04%	210
2024 Q4	$87.9K	Buy	797 +2	+0.3%	+$223	0.03%	235
2024 Q3	$86.4K	Buy	795 +3	+0.4%	+$315	0.03%	228
2024 Q2	$82.3K	Buy	792 +2	+0.3%	+$200	0.03%	223
2024 Q1	$79.7K	Buy	790 +1	+0.1%	+$96	0.03%	227
2023 Q4	$71.8K	Buy	789 +6	+0.8%	+$509	0.03%	240
2023 Q3	$63.7K	Hold	783	–	–	0.03%	235
2023 Q2	$65.9K	Buy	783 +2	+0.3%	+$159	0.03%	235
2023 Q1	$60.9K	Buy	781 +203	+35%	+$15.3K	0.03%	237
2022 Q4	$41.5K	Buy	578 +118	+26%	+$8.48K	0.02%	272
2022 Q3	$30.8K	Buy	460 +2	+0.4%	+$150	0.02%	288
2022 Q2	$32.9K	Buy	458 +129	+39%	+$10K	0.02%	285
2022 Q1	$28.5K	Buy	329 +1	+0.3%	+$86	0.01%	321
2021 Q4	$30.5K	Buy	328 +1	+0.3%	+$90	0.01%	301
2021 Q3	$27.2K	Buy	327 +1	+0.3%	+$86	0.01%	321
2021 Q2	$27K	Sell	326 -24,511	-99%	-$1.97M	0.01%	343
2021 Q1	$325K	Buy	24,837 +24,569	+9,168%	+$1.82M	0.02%	341
2020 Q4	$19.2K	Hold	268	–	–	0.01%	341
2020 Q3	$17.1K	Buy	268 +2	+0.8%	+$126	0.01%	309
2020 Q2	$15.7K	Buy	+266	New	+$14.8K	0.01%	309

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

Financial Perspectives's DSI Position: Q2 2026 in Review

Financial Perspectives increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.18% in Q2 2026, buying an estimated $274 and bringing the position to 1,091 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #198.

Financial Perspectives first reported a position in DSI in Q2 2020 and has held it in 25 quarters since. The position peaked at $325K in Q1 2021. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Financial Perspectives held 1,091 shares of iShares MSCI KLD 400 Social ETF worth $155K as of Q2 2026.
Financial Perspectives bought 2 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $274.
iShares MSCI KLD 400 Social ETF made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #198 holding.
Financial Perspectives first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2020 and has held it in 25 quarters since.
Financial Perspectives's iShares MSCI KLD 400 Social ETF position peaked at $325K in Q1 2021.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.