HighPoint Advisor Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

HighPoint Advisor Group’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	$1.93M	Sell	13,534 -11	-0.1%	-$1.51K	0.07%	213
2026 Q1	$1.64M	Sell	13,545 -117	-0.9%	-$15K	0.07%	215
2025 Q4	$1.76M	Buy	+13,662	New	+$1.75M	0.04%	340

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

HighPoint Advisor Group's DSI Position: Q2 2026 in Review

HighPoint Advisor Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.08% in Q2 2026, selling an estimated $1.51K and leaving 13,534 shares worth $1.93M. The position accounts for 0.07% of the portfolio, ranked #213.

HighPoint Advisor Group first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

HighPoint Advisor Group held 13,534 shares of iShares MSCI KLD 400 Social ETF worth $1.93M as of Q2 2026.
HighPoint Advisor Group sold 11 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.51K.
iShares MSCI KLD 400 Social ETF made up 0.07% of HighPoint Advisor Group's portfolio in Q2 2026, its #213 holding.
HighPoint Advisor Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.