Independent Advisor Alliance’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Independent Advisor Alliance’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	–	Sell	-33,306	Closed	-$4.04M	–	1168
2026 Q1	$4.04M	Buy	+33,306	New	+$4.26M	0.04%	368
2025 Q1	–	Sell	-29,743	Closed	-$3.28M	–	922
2024 Q4	$3.28M	Buy	+29,743	New	+$3.32M	0.04%	369
2020 Q1	–	Sell	-25,020	Closed	-$1.5M	–	500
2019 Q4	$1.5M	Buy	+25,020	New	+$1.44M	0.07%	289

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

Independent Advisor Alliance's DSI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 33,306 shares — an estimated $4.04M sold.

Independent Advisor Alliance first reported a position in DSI in Q4 2019 and held it in 3 quarters. The position peaked at $4.04M in Q1 2026. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 33,306 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $4.04M.
Independent Advisor Alliance first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares MSCI KLD 400 Social ETF position peaked at $4.04M in Q1 2026.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.