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

First Pacific 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	$863K	Sell	6,059 -8	-0.1%	-$1.1K	0.1%	94
2026 Q1	$735K	Sell	6,067 -454	-7%	-$58K	0.09%	99
2025 Q4	$840K	Sell	6,521 -217	-3%	-$27.7K	0.11%	93
2025 Q3	$849K	Sell	6,738 -1,041	-13%	-$126K	0.12%	92
2025 Q2	$904K	Sell	7,779 -217	-3%	-$23.1K	0.13%	91
2025 Q1	$819K	Buy	7,996 +1	+0%	+$109	0.17%	73
2024 Q4	$881K	Buy	7,995 +4,577	+134%	+$511K	0.21%	78
2024 Q3	$372K	Buy	+3,418	New	+$358K	0.09%	114

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 Pacific Financial's DSI Position: Q2 2026 in Review

First Pacific Financial reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.13% in Q2 2026, selling an estimated $1.1K and leaving 6,059 shares worth $863K. The position accounts for 0.1% of the portfolio, ranked #94.

First Pacific Financial first reported a position in DSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $904K in Q2 2025. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

First Pacific Financial held 6,059 shares of iShares MSCI KLD 400 Social ETF worth $863K as of Q2 2026.
First Pacific Financial sold 8 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.1K.
iShares MSCI KLD 400 Social ETF made up 0.1% of First Pacific Financial's portfolio in Q2 2026, its #94 holding.
First Pacific Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 8 quarters since.
First Pacific Financial's iShares MSCI KLD 400 Social ETF position peaked at $904K in Q2 2025.
632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

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