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

Fingerlakes 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 		$3.22M Buy
22,588
+1,413
+7% +$194K 1.73% 17
2026
Q1 		$2.57M Buy
21,175
+1,037
+5% +$133K 1.7% 15
2025
Q4 		$2.59M Buy
20,138
+970
+5% +$124K 1.65% 17
2025
Q3 		$2.41M Buy
19,168
+282
+1% +$34.1K 1.57% 21
2025
Q2 		$2.19M Buy
18,886
+98
+0.5% +$10.4K 1.64% 21
2025
Q1 		$1.92M Buy
18,788
+19
+0.1% +$2.07K 1.64% 21
2024
Q4 		$2.07M Buy
18,769
+1,137
+6% +$127K 1.67% 20
2024
Q3 		$1.92M Buy
17,632
+2,133
+14% +$224K 1.59% 22
2024
Q2 		$1.61M Buy
15,499
+766
+5% +$76.6K 1.44% 24
2024
Q1 		$1.49M Sell
14,733
-2
-0% -$191 1.43% 23
2023
Q4 		$1.34M Buy
14,735
+2
+0% +$170 1.44% 24
2023
Q3 		$1.2M Sell
14,733
-51
-0.3% -$4.32K 1.47% 24
2023
Q2 		$1.24M Buy
14,784
+765
+5% +$60.8K 1.42% 24
2023
Q1 		$1.09M Sell
14,019
-109
-0.8% -$8.23K 1.36% 24
2022
Q4 		$1.01M Sell
14,128
-68
-0.5% -$4.89K 1.39% 25
2022
Q3 		$951K Buy
14,196
+395
+3% +$29.6K 1.39% 24
2022
Q2 		$992K Buy
13,801
+701
+5% +$54.6K 1.36% 24
2022
Q1 		$1.14M Buy
13,100
+118
+0.9% +$10.1K 1.33% 23
2021
Q4 		$1.2M Buy
+12,982
New +$1.17M 1.36% 23

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fingerlakes Wealth Management's DSI Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.7% in Q2 2026, buying an estimated $194K and bringing the position to 22,588 shares worth $3.22M. The position accounts for 1.73% of the portfolio, ranked #17.

Fingerlakes Wealth Management first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Fingerlakes Wealth Management held 22,588 shares of iShares MSCI KLD 400 Social ETF worth $3.22M as of Q2 2026.
  • Fingerlakes Wealth Management bought 1,413 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $194K.
  • iShares MSCI KLD 400 Social ETF made up 1.73% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Fingerlakes Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.