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Innovative Asset Advisors Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Innovative Asset Advisors 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 		– Sell
-42
Closed -$5.1K – 488
2026
Q1 		$5.1K Buy
+42
New +$5.37K ﹤0.01% 769

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
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Innovative Asset Advisors Group's DSI Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 42 shares — an estimated $5.1K sold.

Innovative Asset Advisors Group first reported a position in DSI in Q1 2026 and held it in 1 quarter. The position peaked at $5.1K in Q1 2026. 610 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 42 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $5.1K.
  • Innovative Asset Advisors Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's iShares MSCI KLD 400 Social ETF position peaked at $5.1K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.