First Affirmative Financial Network’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

First Affirmative Financial Network’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 Q1	$4.12M	Buy	+33,981	New	+$4.34M	1.6%	12
2025 Q3	$5.37M	Sell	42,625 -224	-0.5%	-$27.1K	2.53%	7
2025 Q2	$4.98M	Buy	42,849 +2,347	+6%	+$250K	2.56%	7
2025 Q1	$4.15M	Sell	40,502 -22,562	-36%	-$2.46M	2.54%	6
2024 Q4	$6.95M	Sell	63,064 -6,318	-9%	-$706K	4.01%	2
2024 Q3	$7.55M	Buy	69,382 +28,614	+70%	+$3M	4.13%	2
2024 Q2	$4.23M	Buy	40,768 +133	+0.3%	+$13.3K	2.94%	5
2024 Q1	$4.1M	Sell	40,635 -8,183	-17%	-$783K	3.02%	3
2023 Q4	$4.44M	Buy	48,818 +16,786	+52%	+$1.42M	3.55%	3
2023 Q3	$2.61M	Sell	32,032 -17,764	-36%	-$1.51M	2.55%	4
2023 Q2	$4.19M	Sell	49,796 -3,393	-6%	-$270K	4.19%	3
2023 Q1	$4.15M	Sell	53,189 -2,353	-4%	-$178K	4.8%	3
2022 Q4	$3.99M	Buy	55,542 +2,784	+5%	+$200K	4.83%	3
2022 Q3	$3.53M	Sell	52,758 -2,087	-4%	-$157K	4.49%	3
2022 Q2	$3.94M	Sell	54,845 -330	-0.6%	-$25.7K	4.48%	3
2022 Q1	$4.78M	Sell	55,175 -6,533	-11%	-$560K	4.58%	3
2021 Q4	$5.73M	Sell	61,708 -4,024	-6%	-$363K	5.24%	3
2021 Q3	$5.47M	Buy	+65,732	New	+$5.62M	5.63%	3

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

First Affirmative Financial Network's DSI Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026: 33,981 shares worth $4.12M. The stake represents 1.6% of the portfolio and ranks #12 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in DSI as recently as Q3 2025.

First Affirmative Financial Network first reported a position in DSI in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.55M in Q3 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

First Affirmative Financial Network held 33,981 shares of iShares MSCI KLD 400 Social ETF worth $4.12M as of Q1 2026.
iShares MSCI KLD 400 Social ETF was a new First Affirmative Financial Network position in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 1.6% of First Affirmative Financial Network's portfolio in Q1 2026, its #12 holding.
First Affirmative Financial Network first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's iShares MSCI KLD 400 Social ETF position peaked at $7.55M in Q3 2024.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.