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

High Falls 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
2025 Q4	$210K	Buy	1,629 +2	+0.1%	+$255	0.04%	140
2025 Q3	$205K	Buy	+1,627	New	+$197K	0.04%	146
2024 Q3	–	Sell	-1,928	Closed	-$200K	–	123
2024 Q2	$200K	Buy	+1,928	New	+$193K	0.05%	122

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

High Falls Advisors's DSI Position: Q4 2025 in Review

High Falls Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.12% in Q4 2025, buying an estimated $255 and bringing the position to 1,629 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #140.

High Falls Advisors first reported a position in DSI in Q2 2024 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

High Falls Advisors held 1,629 shares of iShares MSCI KLD 400 Social ETF worth $210K as of Q4 2025.
High Falls Advisors bought 2 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $255.
iShares MSCI KLD 400 Social ETF made up 0.04% of High Falls Advisors's portfolio in Q4 2025, its #140 holding.
High Falls Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 3 quarters since.
614 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.