Joel Isaacson & Co’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Joel Isaacson & Co’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	$636K	Hold	4,464	–	–	0.02%	274
2026 Q1	$541K	Hold	4,464	–	–	0.02%	266
2025 Q4	$575K	Hold	4,464	–	–	0.02%	265
2025 Q3	$562K	Hold	4,464	–	–	0.02%	256
2025 Q2	$519K	Hold	4,464	–	–	0.02%	252
2025 Q1	$457K	Hold	4,464	–	–	0.02%	251
2024 Q4	$492K	Hold	4,464	–	–	0.02%	231
2024 Q3	$486K	Hold	4,464	–	–	0.02%	221
2024 Q2	$464K	Hold	4,464	–	–	0.02%	223
2024 Q1	$450K	Hold	4,464	–	–	0.02%	227
2023 Q4	$406K	Hold	4,464	–	–	0.02%	213
2023 Q3	$363K	Hold	4,464	–	–	0.02%	221
2023 Q2	$376K	Hold	4,464	–	–	0.03%	225
2023 Q1	$348K	Hold	4,464	–	–	0.03%	232
2022 Q4	$320K	Hold	4,464	–	–	0.02%	233
2022 Q3	$299K	Hold	4,464	–	–	0.03%	231
2022 Q2	$321K	Hold	4,464	–	–	0.03%	223
2022 Q1	$369K	Buy	+4,464	New	+$383K	0.03%	222

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

Joel Isaacson & Co's DSI Position: Q2 2026 in Review

Joel Isaacson & Co held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 4,464 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #274.

Joel Isaacson & Co first reported a position in DSI in Q1 2022 and has held it in 18 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Joel Isaacson & Co held 4,464 shares of iShares MSCI KLD 400 Social ETF worth $636K as of Q2 2026.
Joel Isaacson & Co left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #274 holding.
Joel Isaacson & Co first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 18 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.