First Foundation Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

First Foundation Advisors’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	$418K	Sell	2,933 -300	-9%	-$41.1K	0.02%	265
2026 Q1	$392K	Hold	3,233	–	–	0.02%	268
2025 Q4	$417K	Hold	3,233	–	–	0.02%	254
2025 Q3	$407K	Hold	3,233	–	–	0.02%	251
2025 Q2	$376K	Hold	3,233	–	–	0.01%	266
2025 Q1	$331K	Hold	3,233	–	–	0.01%	262
2024 Q4	$356K	Hold	3,233	–	–	0.01%	263
2024 Q3	$352K	Hold	3,233	–	–	0.01%	265
2024 Q2	$336K	Hold	3,233	–	–	0.01%	270
2024 Q1	$326K	Hold	3,233	–	–	0.01%	276
2023 Q4	$294K	Sell	3,233 -890	-22%	-$75.5K	0.01%	290
2023 Q3	$336K	Hold	4,123	–	–	0.02%	303
2023 Q2	$347K	Hold	4,123	–	–	0.02%	290
2023 Q1	$322K	Hold	4,123	–	–	0.01%	289
2022 Q4	$296K	Sell	4,123 -2,914	-41%	-$209K	0.01%	307
2022 Q3	$471K	Hold	7,037	–	–	0.02%	241
2022 Q2	$506K	Buy	7,037 +1,344	+24%	+$105K	0.02%	250
2022 Q1	$493K	Hold	5,693	–	–	0.02%	261
2021 Q4	$529K	Hold	5,693	–	–	0.02%	257
2021 Q3	$474K	Hold	5,693	–	–	0.02%	280
2021 Q2	$472K	Buy	5,693 +1,570	+38%	+$126K	0.02%	293
2021 Q1	$315K	Sell	4,123 -522	-11%	-$38.7K	0.01%	333
2020 Q4	$332K	Sell	4,645 -1	-0%	-$68	0.01%	319
2020 Q3	$297K	Hold	4,646	–	–	0.01%	297
2020 Q2	$274K	Buy	4,646 +504	+12%	+$28K	0.01%	290
2020 Q1	$202K	Hold	4,142	–	–	0.01%	316
2019 Q4	$249K	Sell	4,142 -1,588	-28%	-$91.2K	0.01%	314
2019 Q3	$318K	Sell	5,730 -600	-9%	-$33.2K	0.02%	280
2019 Q2	$346K	Sell	6,330 -7,030	-53%	-$378K	0.02%	254
2019 Q1	$705K	Buy	13,360 +3,726	+39%	+$189K	0.04%	185
2018 Q4	$448K	Sell	9,634 -84	-0.9%	-$4.16K	0.03%	272
2018 Q3	$519K	Buy	9,718 +448	+5%	+$23.6K	0.03%	228
2018 Q2	$468K	Sell	9,270 -4,140	-31%	-$208K	0.03%	217
2018 Q1	$655K	Buy	13,410 +194	+1%	+$9.79K	0.04%	191
2017 Q4	$649K	Buy	13,216 +5,228	+65%	+$251K	0.04%	207
2017 Q3	$371K	Buy	7,988 +616	+8%	+$28K	0.02%	227
2017 Q2	$329K	Buy	7,372 +472	+7%	+$20.9K	0.02%	244
2017 Q1	$299K	Hold	6,900	–	–	0.02%	261
2016 Q4	$284K	Hold	6,900	–	–	0.02%	258
2016 Q3	$278K	Buy	6,900 +1,420	+26%	+$57K	0.02%	240
2016 Q2	$212K	Buy	+5,480	New	+$211K	0.02%	269

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

First Foundation Advisors's DSI Position: Q2 2026 in Review

First Foundation Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 9.3% in Q2 2026, selling an estimated $41.1K and leaving 2,933 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #265.

First Foundation Advisors first reported a position in DSI in Q2 2016 and has held it in 41 quarters since. The position peaked at $705K in Q1 2019. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

First Foundation Advisors held 2,933 shares of iShares MSCI KLD 400 Social ETF worth $418K as of Q2 2026.
First Foundation Advisors sold 300 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $41.1K.
iShares MSCI KLD 400 Social ETF made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #265 holding.
First Foundation Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2016 and has held it in 41 quarters since.
First Foundation Advisors's iShares MSCI KLD 400 Social ETF position peaked at $705K in Q1 2019.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.