Investor's Fiduciary Advisor Network’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Investor's Fiduciary Advisor Network’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	$213K	Sell	1,501 -15,737	-91%	-$2.16M	0.07%	206
2026 Q1	$2.09M	Sell	17,238 -1,904	-10%	-$243K	0.64%	38
2025 Q4	$2.47M	Buy	19,142 +77	+0.4%	+$9.84K	0.53%	42
2025 Q3	$2.4M	Sell	19,065 -945	-5%	-$114K	0.81%	27
2025 Q2	$2.32M	Sell	20,010 -7,282	-27%	-$775K	0.86%	24
2025 Q1	$2.79M	Sell	27,292 -24	-0.1%	-$2.62K	1.32%	16
2024 Q4	$3.01M	Buy	+27,316	New	+$3.05M	1.15%	19

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

Investor's Fiduciary Advisor Network's DSI Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 91% in Q2 2026, selling an estimated $2.16M and leaving 1,501 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #206.

Investor's Fiduciary Advisor Network first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q4 2024. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Investor's Fiduciary Advisor Network held 1,501 shares of iShares MSCI KLD 400 Social ETF worth $213K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 15,737 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.16M.
iShares MSCI KLD 400 Social ETF made up 0.07% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #206 holding.
Investor's Fiduciary Advisor Network first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's iShares MSCI KLD 400 Social ETF position peaked at $3.01M in Q4 2024.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.