Guardian Wealth Advisors (North Carolina)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-1,186	Closed	-$144K	–	419
2026 Q1	$144K	Buy	+1,186	New	+$152K	0.01%	370
2025 Q3	–	Sell	-1,002	Closed	-$116K	–	386
2025 Q2	$116K	Sell	1,002 -24	-2%	-$2.56K	0.01%	358
2025 Q1	$105K	Buy	1,026 +13	+1%	+$1.42K	0.01%	344
2024 Q4	$112K	Buy	1,013 +433	+75%	+$48.4K	0.01%	334
2024 Q3	$63.1K	Hold	580	–	–	0.01%	303
2024 Q2	$60.2K	Hold	580	–	–	0.01%	292
2024 Q1	$58.5K	Hold	580	–	–	0.01%	311
2023 Q4	$52.8K	Hold	580	–	–	0.01%	302
2023 Q3	$47.4K	Sell	580 -34	-6%	-$2.88K	0.01%	296
2023 Q2	$51.7K	Sell	614 -7	-1%	-$556	0.01%	280
2023 Q1	$48.4K	Buy	621 +7	+1%	+$529	0.01%	272
2022 Q4	$44.1K	Hold	614	–	–	0.01%	261
2022 Q3	$41K	Hold	614	–	–	0.01%	240
2022 Q2	$44K	Buy	+614	New	+$47.8K	0.01%	235

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

Guardian Wealth Advisors (North Carolina)'s DSI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 1,186 shares — an estimated $144K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DSI in Q2 2022 and held it in 14 quarters. The position peaked at $144K in Q1 2026. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,186 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $144K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares MSCI KLD 400 Social ETF position peaked at $144K in Q1 2026.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.