Kestra Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Kestra Investment Management’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	$314K	Buy	2,208 +37	+2%	+$5.07K	0.01%	411
2026 Q1	$263K	Sell	2,171 -195	-8%	-$24.9K	﹤0.01%	385
2025 Q4	$305K	Buy	2,366 +2	+0.1%	+$255	0.01%	364
2025 Q3	$298K	Sell	2,364 -1,667	-41%	-$202K	0.01%	357
2025 Q2	$440K	Buy	4,031 +2,010	+99%	+$214K	0.01%	398
2025 Q1	$207K	Buy	2,021 +435	+27%	+$47.5K	0.01%	372
2024 Q4	$175K	Buy	+1,586	New	+$177K	0.01%	375

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

Kestra Investment Management's DSI Position: Q2 2026 in Review

Kestra Investment Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.7% in Q2 2026, buying an estimated $5.07K and bringing the position to 2,208 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #411.

Kestra Investment Management first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q2 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Kestra Investment Management held 2,208 shares of iShares MSCI KLD 400 Social ETF worth $314K as of Q2 2026.
Kestra Investment Management bought 37 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $5.07K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #411 holding.
Kestra Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Investment Management's iShares MSCI KLD 400 Social ETF position peaked at $440K in Q2 2025.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.