BFC Planning, Inc.’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

BFC Planning, Inc.’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	$583K	Buy	4,093 +1,467	+56%	+$201K	0.02%	555
2026 Q1	$318K	Buy	2,626 +7	+0.3%	+$895	0.01%	715
2025 Q4	$337K	Buy	2,619 +7	+0.3%	+$894	0.01%	672
2025 Q3	$329K	Buy	2,612 +6	+0.2%	+$725	0.02%	500
2025 Q2	$303K	Sell	2,606 -1,285	-33%	-$137K	0.02%	484
2025 Q1	$399K	Sell	3,891 -231	-6%	-$25.2K	0.04%	390
2024 Q4	$455K	Buy	+4,122	New	+$461K	0.04%	356

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

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

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

BFC Planning, Inc.'s DSI Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 56% in Q2 2026, buying an estimated $201K and bringing the position to 4,093 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #555.

BFC Planning, Inc. first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 640 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

BFC Planning, Inc. held 4,093 shares of iShares MSCI KLD 400 Social ETF worth $583K as of Q2 2026.
BFC Planning, Inc. bought 1,467 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $201K.
iShares MSCI KLD 400 Social ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #555 holding.
BFC Planning, Inc. first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
640 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.