Highland Investment Advisors LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Highland Investment Advisors LLC’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	$93.7K	Buy	+658	New	+$90.2K	0.04%	120

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Highland Investment Advisors LLC's DSI Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 658 shares worth $93.7K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings.

543 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Highland Investment Advisors LLC held 658 shares of iShares MSCI KLD 400 Social ETF worth $93.7K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.04% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #120 holding.
543 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.