Janney Montgomery Scott
DSI icon

Janney Montgomery Scott’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Janney Montgomery Scott’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 		$9.71M Buy
68,173
+2,337
+4% +$320K 0.02% 689
2026
Q1 		$7.98M Sell
65,836
-2,994
-4% -$383K 0.02% 665
2025
Q4 		$8.87M Buy
68,830
+4,283
+7% +$547K 0.02% 667
2025
Q3 		$8.13M Buy
64,547
+11,986
+23% +$1.45M 0.02% 695
2025
Q2 		$6.11M Buy
52,561
+8,784
+20% +$935K 0.02% 735
2025
Q1 		$4.48M Buy
43,777
+1,404
+3% +$153K 0.01% 818
2024
Q4 		$4.67M Sell
42,373
-1,647
-4% -$184K 0.01% 800
2024
Q3 		$4.79M Sell
44,020
-3,201
-7% -$336K 0.01% 782
2024
Q2 		$4.9M Sell
47,221
-186
-0.4% -$18.6K 0.02% 738
2024
Q1 		$4.78M Buy
47,407
+2,309
+5% +$221K 0.01% 783
2023
Q4 		$4.11M Buy
45,098
+9,298
+26% +$789K 0.01% 804
2023
Q3 		$2.92M Sell
35,800
-3,169
-8% -$269K 0.01% 871
2023
Q2 		$3.28M Buy
38,969
+3,912
+11% +$311K 0.01% 851
2023
Q1 		$2.73M Sell
35,057
-1,301
-4% -$98.3K 0.01% 855
2022
Q4 		$2.61M Buy
36,358
+1,060
+3% +$76.2K 0.01% 906
2022
Q3 		$2.36M Buy
35,298
+6,562
+23% +$493K 0.01% 902
2022
Q2 		$2.07M Buy
28,736
+10,108
+54% +$787K 0.01% 920
2022
Q1 		$1.61M Buy
18,628
+6,991
+60% +$600K 0.01% 1008
2021
Q4 		$1.08M Buy
11,637
+4,009
+53% +$361K ﹤0.01% 1281
2021
Q3 		$635K Buy
7,628
+35
+0.5% +$2.99K ﹤0.01% 1515
2021
Q2 		$629K Buy
7,593
+2,224
+41% +$179K ﹤0.01% 1504
2021
Q1 		$410K Sell
5,369
-218
-4% -$16.1K ﹤0.01% 1674
2020
Q4 		$400K Buy
5,587
+7
+0.1% +$474 ﹤0.01% 1708
2020
Q3 		$357K Sell
5,580
-56
-1% -$3.54K ﹤0.01% 1608
2020
Q2 		$333K Buy
5,636
+1,390
+33% +$77.3K ﹤0.01% 1574
2020
Q1 		$207K Sell
4,246
-886
-17% -$50.9K ﹤0.01% 1666
2019
Q4 		$308K Buy
5,132
+458
+10% +$26.3K ﹤0.01% 1698
2019
Q3 		$259K Buy
4,674
+276
+6% +$15.3K ﹤0.01% 1762
2019
Q2 		$240K Buy
+4,398
New +$236K ﹤0.01% 1798

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Janney Montgomery Scott's DSI Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.5% in Q2 2026, buying an estimated $320K and bringing the position to 68,173 shares worth $9.71M. The position accounts for 0.02% of the portfolio, ranked #689.

Janney Montgomery Scott first reported a position in DSI in Q2 2019 and has held it in 29 quarters since. 637 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Janney Montgomery Scott held 68,173 shares of iShares MSCI KLD 400 Social ETF worth $9.71M as of Q2 2026.
  • Janney Montgomery Scott bought 2,337 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $320K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #689 holding.
  • Janney Montgomery Scott first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 29 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.