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

Goldstein 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
2026 Q2	$372K	Sell	2,611 -260	-9%	-$35.6K	0.03%	166
2026 Q1	$348K	Sell	2,871 -92	-3%	-$11.8K	0.04%	137
2025 Q4	$382K	Sell	2,963 -19	-0.6%	-$2.43K	0.04%	120
2025 Q3	$376K	Sell	2,982 -70	-2%	-$8.46K	0.05%	119
2025 Q2	$355K	Sell	3,052 -3	-0.1%	-$319	0.05%	116
2025 Q1	$313K	Buy	3,055 +33	+1%	+$3.6K	0.05%	137
2024 Q4	$333K	Sell	3,022 -70	-2%	-$7.82K	0.05%	122
2024 Q3	$336K	Sell	3,092 -45	-1%	-$4.72K	0.05%	114
2024 Q2	$326K	Sell	3,137 -30	-0.9%	-$3K	0.05%	106
2024 Q1	$319K	Sell	3,167 -29	-0.9%	-$2.77K	0.05%	106
2023 Q4	$291K	Sell	3,196 -326	-9%	-$27.7K	0.05%	140
2023 Q3	$287K	Sell	3,522 -65	-2%	-$5.51K	0.06%	109
2023 Q2	$302K	Buy	3,587 +226	+7%	+$18K	0.06%	103
2023 Q1	$262K	Buy	3,361 +404	+14%	+$30.5K	0.06%	111
2022 Q4	$212K	Buy	+2,957	New	+$213K	0.05%	130

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

Goldstein Advisors's DSI Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 9.1% in Q2 2026, selling an estimated $35.6K and leaving 2,611 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #166.

Goldstein Advisors first reported a position in DSI in Q4 2022 and has held it in 15 quarters since. The position peaked at $382K in Q4 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Goldstein Advisors held 2,611 shares of iShares MSCI KLD 400 Social ETF worth $372K as of Q2 2026.
Goldstein Advisors sold 260 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $35.6K.
iShares MSCI KLD 400 Social ETF made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #166 holding.
Goldstein Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 15 quarters since.
Goldstein Advisors's iShares MSCI KLD 400 Social ETF position peaked at $382K in Q4 2025.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.