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Keystone Financial Services (Colorado)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Keystone Financial Services (Colorado)’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 		$905K Buy
6,355
+405
+7% +$55.5K 0.23% 51
2026
Q1 		$721K Sell
5,950
-512
-8% -$65.5K 0.21% 54
2025
Q4 		$832K Sell
6,462
-158
-2% -$20.2K 0.25% 50
2025
Q3 		$834K Buy
6,620
+97
+1% +$11.7K 0.26% 49
2025
Q2 		$758K Sell
6,523
-592
-8% -$63K 0.26% 50
2025
Q1 		$729K Sell
7,115
-121
-2% -$13.2K 0.28% 49
2024
Q4 		$798K Buy
7,236
+3
+0% +$335 0.31% 37
2024
Q3 		$787K Sell
7,233
-1,061
-13% -$111K 0.31% 38
2024
Q2 		$861K Buy
8,294
+422
+5% +$42.2K 0.36% 30
2024
Q1 		$794K Sell
7,872
-230
-3% -$22K 0.35% 36
2023
Q4 		$738K Buy
8,102
+1,704
+27% +$145K 0.35% 34
2023
Q3 		$521K Sell
6,398
-230
-3% -$19.5K 0.28% 42
2023
Q2 		$558K Buy
6,628
+2
+0% +$159 0.28% 38
2023
Q1 		$517K Sell
6,626
-224
-3% -$16.9K 0.28% 40
2022
Q4 		$527K Sell
6,850
-2,825
-29% -$203K 0.28% 41
2022
Q3 		$682K Sell
9,675
-348
-3% -$26.1K 0.4% 28
2022
Q2 		$776K Buy
10,023
+3,797
+61% +$296K 0.42% 27
2022
Q1 		$471K Buy
6,226
+3,820
+159% +$328K 0.27% 41
2021
Q4 		$224K Buy
+2,406
New +$217K 0.11% 80

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

Keystone Financial Services (Colorado)'s DSI Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.8% in Q2 2026, buying an estimated $55.5K and bringing the position to 6,355 shares worth $905K. The position accounts for 0.23% of the portfolio, ranked #51.

Keystone Financial Services (Colorado) first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Keystone Financial Services (Colorado) held 6,355 shares of iShares MSCI KLD 400 Social ETF worth $905K as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 405 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $55.5K.
  • iShares MSCI KLD 400 Social ETF made up 0.23% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #51 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.