Focus Partners Wealth
DSI icon

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

Focus Partners Wealth’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 		$19.6M Buy
137,461
+639
+0.5% +$87.6K 0.02% 518
2026
Q1 		$16.6M Sell
136,822
-5,544
-4% -$709K 0.02% 553
2025
Q4 		$18.3M Buy
142,366
+40,099
+39% +$5.12M 0.02% 510
2025
Q3 		$13M Buy
102,267
+20,772
+25% +$2.51M 0.02% 489
2025
Q2 		$9.47M Buy
81,495
+32,374
+66% +$3.45M 0.02% 512
2025
Q1 		$5.03M Sell
49,121
-19,176
-28% -$2.09M 0.01% 624
2024
Q4 		$7.53M Buy
68,297
+27,279
+67% +$3.05M 0.02% 526
2024
Q3 		$4.46M Sell
41,018
-60,886
-60% -$6.38M 0.01% 588
2024
Q2 		$10.6M Buy
101,904
+52,566
+107% +$5.26M 0.04% 380
2024
Q1 		$4.97M Buy
49,338
+12,459
+34% +$1.19M 0.04% 323
2023
Q4 		$3.36M Buy
+36,879
New +$3.13M 0.04% 278

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Focus Partners Wealth's DSI Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.47% in Q2 2026, buying an estimated $87.6K and bringing the position to 137,461 shares worth $19.6M. The position accounts for 0.02% of the portfolio, ranked #518.

Focus Partners Wealth first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Focus Partners Wealth held 137,461 shares of iShares MSCI KLD 400 Social ETF worth $19.6M as of Q2 2026.
  • Focus Partners Wealth bought 639 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $87.6K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #518 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.