Insight Wealth Strategies’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Insight Wealth Strategies’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	$282K	Buy	1,986 +21	+1%	+$2.88K	0.03%	162
2026 Q1	$238K	Buy	1,965 +13	+0.7%	+$1.66K	0.03%	164
2025 Q4	$251K	Sell	1,952 -11	-0.6%	-$1.41K	0.03%	161
2025 Q3	$247K	Sell	1,963 -59	-3%	-$7.13K	0.03%	163
2025 Q2	$234K	Buy	2,022 +25	+1%	+$2.66K	0.03%	156
2025 Q1	$205K	Sell	1,997 -21	-1%	-$2.29K	0.03%	156
2024 Q4	$223K	Buy	2,018 +8	+0.4%	+$894	0.03%	148
2024 Q3	$219K	Buy	2,010 +4	+0.2%	+$419	0.03%	153
2024 Q2	$208K	Buy	+2,006	New	+$201K	0.03%	153

Other funds holding DSI

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

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

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Insight Wealth Strategies's DSI Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.1% in Q2 2026, buying an estimated $2.88K and bringing the position to 1,986 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #162.

Insight Wealth Strategies first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. 414 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Insight Wealth Strategies held 1,986 shares of iShares MSCI KLD 400 Social ETF worth $282K as of Q2 2026.
Insight Wealth Strategies bought 21 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.88K.
iShares MSCI KLD 400 Social ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #162 holding.
Insight Wealth Strategies first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
414 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.