JSF Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

JSF Financial’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	$290K	Buy	2,039 +79	+4%	+$10.8K	0.05%	119
2026 Q1	$238K	Buy	1,960 +83	+4%	+$10.6K	0.05%	115
2025 Q4	$242K	Buy	1,877 +3	+0.2%	+$383	0.05%	118
2025 Q3	$236K	Buy	1,874 +62	+3%	+$7.5K	0.05%	116
2025 Q2	$210K	Sell	1,812 -2,274	-56%	-$242K	0.05%	125
2025 Q1	$418K	Sell	4,086 -73	-2%	-$7.96K	0.11%	87
2024 Q4	$459K	Sell	4,159 -73	-2%	-$8.16K	0.12%	86
2024 Q3	$460K	Buy	4,232 +101	+2%	+$10.6K	0.13%	76
2024 Q2	$429K	Buy	4,131 +563	+16%	+$56.3K	0.13%	76
2024 Q1	$360K	Buy	+3,568	New	+$341K	0.11%	83

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

JSF Financial's DSI Position: Q2 2026 in Review

JSF Financial increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 4% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,039 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #119.

JSF Financial first reported a position in DSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $460K in Q3 2024. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

JSF Financial held 2,039 shares of iShares MSCI KLD 400 Social ETF worth $290K as of Q2 2026.
JSF Financial bought 79 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $10.8K.
iShares MSCI KLD 400 Social ETF made up 0.05% of JSF Financial's portfolio in Q2 2026, its #119 holding.
JSF Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 10 quarters since.
JSF Financial's iShares MSCI KLD 400 Social ETF position peaked at $460K in Q3 2024.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.