Focus Partners Advisor Solutions’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Focus Partners Advisor Solutions’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	$1.72M	Buy	12,068 +701	+6%	+$96.1K	0.01%	399
2026 Q1	$1.38M	Buy	11,367 +15	+0.1%	+$1.92K	0.01%	461
2025 Q4	$1.46M	Sell	11,352 -5,890	-34%	-$752K	0.02%	397
2025 Q3	$2.22M	Buy	17,242 +8,726	+102%	+$1.06M	0.03%	315
2025 Q2	$989K	Buy	8,516 +3,056	+56%	+$325K	0.01%	445
2025 Q1	$559K	Buy	5,460 +1,957	+56%	+$214K	0.01%	553
2024 Q4	$386K	Buy	+3,503	New	+$391K	0.01%	533

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 Partners Advisor Solutions's DSI Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.2% in Q2 2026, buying an estimated $96.1K and bringing the position to 12,068 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #399.

Focus Partners Advisor Solutions first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q3 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Focus Partners Advisor Solutions held 12,068 shares of iShares MSCI KLD 400 Social ETF worth $1.72M as of Q2 2026.
Focus Partners Advisor Solutions bought 701 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $96.1K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #399 holding.
Focus Partners Advisor Solutions first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
Focus Partners Advisor Solutions's iShares MSCI KLD 400 Social ETF position peaked at $2.22M in Q3 2025.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.