HP
DSI icon

Holistic Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Holistic Planning’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 		$220K Sell
1,543
-460
-23% -$63K 0.03% 315
2026
Q1 		$243K Buy
2,003
+158
+9% +$20.2K 0.05% 266
2025
Q4 		$238K Buy
+1,845
New +$236K 0.05% 251

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Holistic Planning's DSI Position: Q2 2026 in Review

Holistic Planning reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 23% in Q2 2026, selling an estimated $63K and leaving 1,543 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #315.

Holistic Planning first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $243K in Q1 2026. 633 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Holistic Planning held 1,543 shares of iShares MSCI KLD 400 Social ETF worth $220K as of Q2 2026.
  • Holistic Planning sold 460 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $63K.
  • iShares MSCI KLD 400 Social ETF made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #315 holding.
  • Holistic Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • Holistic Planning's iShares MSCI KLD 400 Social ETF position peaked at $243K in Q1 2026.
  • 633 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.