Glassman Wealth Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Glassman Wealth Services’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	$102K	Buy	+715	New	+$98K	0.01%	110

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

Glassman Wealth Services's DSI Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 715 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #110 among its holdings.

629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Glassman Wealth Services held 715 shares of iShares MSCI KLD 400 Social ETF worth $102K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Glassman Wealth Services position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #110 holding.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.