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

Focus 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 Q2	$1.56M	Buy	10,974 +1,086	+11%	+$149K	0.05%	273
2026 Q1	$1.2M	Sell	9,888 -1,152	-10%	-$147K	0.04%	289
2025 Q4	$1.42M	Sell	11,040 -364	-3%	-$46.5K	0.05%	256
2025 Q3	$1.44M	Buy	11,404 +1,279	+13%	+$155K	0.05%	253
2025 Q2	$1.18M	Sell	10,125 -2,011	-17%	-$214K	0.05%	269
2025 Q1	$1.24M	Sell	12,136 -1,032	-8%	-$113K	0.05%	255
2024 Q4	$1.45M	Sell	13,168 -27	-0.2%	-$3.02K	0.06%	225
2024 Q3	$1.44M	Sell	13,195 -336	-2%	-$35.2K	0.06%	222
2024 Q2	$1.44M	Buy	13,531 +27	+0.2%	+$2.7K	0.06%	213
2024 Q1	$1.29M	Buy	13,504 +574	+4%	+$54.9K	0.06%	218
2023 Q4	$1.18M	Sell	12,930 -976	-7%	-$82.8K	0.04%	286
2023 Q3	$1.14M	Sell	13,906 -81	-0.6%	-$6.87K	0.06%	213
2023 Q2	$1.18M	Buy	13,987 +3,128	+29%	+$249K	0.07%	212
2023 Q1	$847K	Sell	10,859 -159	-1%	-$12K	0.05%	260
2022 Q4	$791K	Buy	11,018 +235	+2%	+$16.9K	0.06%	221
2022 Q3	$722K	Buy	10,783 +293	+3%	+$22K	0.06%	231
2022 Q2	$754K	Buy	10,490 +622	+6%	+$48.5K	0.06%	239
2022 Q1	$855K	Buy	+9,868	New	+$846K	0.06%	219
2021 Q1	–	Sell	-7,859	Closed	-$562K	–	423
2020 Q4	$562K	Buy	7,859 +1,067	+16%	+$72.3K	0.05%	253
2020 Q3	$434K	Buy	6,792 +246	+4%	+$15.5K	0.04%	279
2020 Q2	$386K	Buy	6,546 +1,852	+39%	+$103K	0.04%	267
2020 Q1	$229K	Buy	4,694 +692	+17%	+$39.7K	0.03%	319
2019 Q4	$240K	Sell	4,002 -20	-0.5%	-$1.15K	0.03%	361
2019 Q3	$223K	Sell	4,022 -8	-0.2%	-$442	0.03%	349
2019 Q2	$220K	Sell	4,030 -2	-0%	-$107	0.03%	339
2019 Q1	$213K	Buy	+4,032	New	+$204K	0.03%	342

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

Focus Financial Network's DSI Position: Q2 2026 in Review

Focus Financial Network increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 11% in Q2 2026, buying an estimated $149K and bringing the position to 10,974 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #273.

Focus Financial Network first reported a position in DSI in Q1 2019 and has held it in 26 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Focus Financial Network held 10,974 shares of iShares MSCI KLD 400 Social ETF worth $1.56M as of Q2 2026.
Focus Financial Network bought 1,086 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $149K.
iShares MSCI KLD 400 Social ETF made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #273 holding.
Focus Financial Network first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2019 and has held it in 26 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.