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 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 $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JSF Financial's DSI Position: Q1 2026 in Review

JSF Financial increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 4.4% in Q1 2026, buying an estimated $10.6K and bringing the position to 1,960 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #115.

JSF Financial first reported a position in DSI in Q1 2024 and has held it in 9 quarters since. The position peaked at $460K in Q3 2024. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

JSF Financial held 1,960 shares of iShares MSCI KLD 400 Social ETF worth $238K as of Q1 2026.
JSF Financial bought 83 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $10.6K.
iShares MSCI KLD 400 Social ETF made up 0.05% of JSF Financial's portfolio in Q1 2026, its #115 holding.
JSF Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 9 quarters since.
JSF Financial's iShares MSCI KLD 400 Social ETF position peaked at $460K in Q3 2024.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.