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

Heritage Wealth 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	$25.6K	Hold	180	–	–	﹤0.01%	408
2026 Q1	$21.8K	Hold	180	–	–	﹤0.01%	424
2025 Q4	$23.2K	Hold	180	–	–	﹤0.01%	390
2025 Q3	$22.7K	Hold	180	–	–	﹤0.01%	367
2025 Q2	$20.9K	Hold	180	–	–	﹤0.01%	369
2025 Q1	$18.4K	Hold	180	–	–	﹤0.01%	375
2024 Q4	$19.8K	Hold	180	–	–	﹤0.01%	387
2024 Q3	$19.6K	Hold	180	–	–	﹤0.01%	399
2024 Q2	$18.7K	Hold	180	–	–	﹤0.01%	382
2024 Q1	$18.1K	Hold	180	–	–	﹤0.01%	402
2023 Q4	$16.4K	Buy	+180	New	+$15.3K	﹤0.01%	420

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

Heritage Wealth Advisors's DSI Position: Q2 2026 in Review

Heritage Wealth Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 180 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Heritage Wealth Advisors first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Heritage Wealth Advisors held 180 shares of iShares MSCI KLD 400 Social ETF worth $25.6K as of Q2 2026.
Heritage Wealth Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #408 holding.
Heritage Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.