Foundations Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Foundations Investment Advisors’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
2025 Q2	–	Sell	-9,279	Closed	-$950K	–	934
2025 Q1	$950K	Buy	+9,279	New	+$1.01M	0.02%	413
2022 Q3	–	Sell	-5,185	Closed	-$379K	–	409
2022 Q2	$379K	Sell	5,185 -118	-2%	-$9.19K	0.02%	270
2022 Q1	$439K	Sell	5,303 -1,577	-23%	-$135K	0.02%	213
2021 Q4	$628K	Sell	6,880 -44	-0.6%	-$3.97K	0.02%	173
2021 Q3	$584K	Sell	6,924 -36	-0.5%	-$3.08K	0.03%	159
2021 Q2	$584K	Buy	6,960 +828	+14%	+$66.6K	0.03%	147
2021 Q1	$480K	Hold	6,132	–	–	0.03%	140
2020 Q4	$448K	Hold	6,132	–	–	0.03%	120
2020 Q3	$391K	Hold	6,132	–	–	0.09%	119
2020 Q2	$367K	Buy	6,132 +1,116	+22%	+$62K	0.03%	117
2020 Q1	$234K	Buy	+5,016	New	+$288K	0.03%	101

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Foundations Investment Advisors's DSI Position: Q2 2025 in Review

Foundations Investment Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2025, closing a stake of 9,279 shares — an estimated $950K sold.

Foundations Investment Advisors first reported a position in DSI in Q1 2020 and held it in 11 quarters. The position peaked at $950K in Q1 2025. 561 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

Foundations Investment Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2025 after selling out during the quarter.
Foundations Investment Advisors sold 9,279 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $950K.
Foundations Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2020 and held it in 11 quarters.
Foundations Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $950K in Q1 2025.
561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.