First Horizon Corporation’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

First Horizon Corporation’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	$1.01M	Sell	7,116 -246	-3%	-$33.7K	0.04%	232
2026 Q1	$892K	Hold	7,362	–	–	0.04%	231
2025 Q4	$948K	Sell	7,362 -57	-0.8%	-$7.28K	0.04%	218
2025 Q3	$934K	Buy	+7,419	New	+$897K	0.04%	213

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 Horizon Corporation's DSI Position: Q2 2026 in Review

First Horizon Corporation reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.3% in Q2 2026, selling an estimated $33.7K and leaving 7,116 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #232.

First Horizon Corporation first reported a position in DSI in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

First Horizon Corporation held 7,116 shares of iShares MSCI KLD 400 Social ETF worth $1.01M as of Q2 2026.
First Horizon Corporation sold 246 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $33.7K.
iShares MSCI KLD 400 Social ETF made up 0.04% of First Horizon Corporation's portfolio in Q2 2026, its #232 holding.
First Horizon Corporation first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and has held it in 4 quarters since.
637 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.