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

Finley Financial’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	$749K	Sell	5,260 -30	-0.6%	-$4.11K	0.3%	39
2026 Q1	$641K	Hold	5,290	–	–	0.3%	41
2025 Q4	$682K	Hold	5,290	–	–	0.31%	42
2025 Q3	$666K	Hold	5,290	–	–	0.31%	40
2025 Q2	$614K	Hold	5,290	–	–	0.31%	43
2025 Q1	$538K	Hold	5,290	–	–	0.3%	42
2024 Q4	$591K	Buy	+5,290	New	+$591K	0.31%	38

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Finley Financial's DSI Position: Q2 2026 in Review

Finley Financial reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.57% in Q2 2026, selling an estimated $4.11K and leaving 5,260 shares worth $749K. The position accounts for 0.3% of the portfolio, ranked #39.

Finley Financial first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Finley Financial held 5,260 shares of iShares MSCI KLD 400 Social ETF worth $749K as of Q2 2026.
Finley Financial sold 30 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $4.11K.
iShares MSCI KLD 400 Social ETF made up 0.3% of Finley Financial's portfolio in Q2 2026, its #39 holding.
Finley Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
414 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.