JFS Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

JFS Wealth Advisors’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	$185K	Sell	1,296 -80	-6%	-$11K	0.01%	345
2026 Q1	$167K	Sell	1,376 -221	-14%	-$28.3K	0.01%	350
2025 Q4	$206K	Sell	1,597 -12	-0.7%	-$1.53K	0.01%	317
2025 Q3	$203K	Sell	1,609 -122	-7%	-$14.8K	0.01%	324
2025 Q2	$201K	Sell	1,731 -119	-6%	-$12.7K	0.01%	302
2025 Q1	$189K	Buy	1,850 +86	+5%	+$9.38K	0.01%	309
2024 Q4	$194K	Buy	1,764 +85	+5%	+$9.5K	0.01%	291
2024 Q3	$183K	Sell	1,679 -299	-15%	-$31.3K	0.01%	298
2024 Q2	$205K	Buy	1,978 +89	+5%	+$8.9K	0.02%	242
2024 Q1	$190K	Sell	1,889 -155	-8%	-$14.8K	0.02%	246
2023 Q4	$186K	Buy	+2,044	New	+$173K	0.02%	243

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

JFS Wealth Advisors's DSI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 5.8% in Q2 2026, selling an estimated $11K and leaving 1,296 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #345.

JFS Wealth Advisors first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $206K in Q4 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

JFS Wealth Advisors held 1,296 shares of iShares MSCI KLD 400 Social ETF worth $185K as of Q2 2026.
JFS Wealth Advisors sold 80 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $11K.
iShares MSCI KLD 400 Social ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #345 holding.
JFS Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $206K in Q4 2025.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

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