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Johnson Bixby & Associates’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Johnson Bixby & Associates’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 		$638K Sell
4,478
-20
-0.4% -$2.74K 0.07% 67
2026
Q1 		$545K Buy
4,498
+23
+0.5% +$2.94K 0.07% 69
2025
Q4 		$577K Sell
4,475
-151
-3% -$19.3K 0.07% 65
2025
Q3 		$583K Sell
4,626
-185
-4% -$22.4K 0.07% 61
2025
Q2 		$559K Sell
4,811
-145
-3% -$15.4K 0.08% 63
2025
Q1 		$508K Buy
+4,956
New +$541K 0.08% 63

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

Johnson Bixby & Associates's DSI Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.44% in Q2 2026, selling an estimated $2.74K and leaving 4,478 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #67.

Johnson Bixby & Associates first reported a position in DSI in Q1 2025 and has held it in 6 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Johnson Bixby & Associates held 4,478 shares of iShares MSCI KLD 400 Social ETF worth $638K as of Q2 2026.
  • Johnson Bixby & Associates sold 20 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.74K.
  • iShares MSCI KLD 400 Social ETF made up 0.07% of Johnson Bixby & Associates's portfolio in Q2 2026, its #67 holding.
  • Johnson Bixby & Associates first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2025 and has held it in 6 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.