GIA
DSI icon

Gladstone Institutional Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Gladstone Institutional Advisory’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 		$299K Buy
2,098
+4
+0.2% +$548 0.01% 742
2026
Q1 		$254K Buy
2,094
+4
+0.2% +$511 0.01% 733
2025
Q4 		$269K Buy
2,090
+4
+0.2% +$511 0.01% 670
2025
Q3 		$263K Buy
2,086
+4
+0.2% +$484 0.01% 687
2025
Q2 		$242K Buy
2,082
+3
+0.1% +$319 0.01% 655
2025
Q1 		$213K Buy
2,079
+5
+0.2% +$545 0.01% 678
2024
Q4 		$229K Buy
2,074
+5
+0.2% +$559 0.01% 645
2024
Q3 		$225K Buy
+2,069
New +$217K 0.01% 629

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Gladstone Institutional Advisory's DSI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.19% in Q2 2026, buying an estimated $548 and bringing the position to 2,098 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #742.

Gladstone Institutional Advisory first reported a position in DSI in Q3 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Gladstone Institutional Advisory held 2,098 shares of iShares MSCI KLD 400 Social ETF worth $299K as of Q2 2026.
  • Gladstone Institutional Advisory bought 4 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $548.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #742 holding.
  • Gladstone Institutional Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 8 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.