KFA Private Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

KFA Private Wealth Group’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	$560K	Buy	3,929 +535	+16%	+$73.3K	0.13%	72
2026 Q1	$411K	Buy	3,394 +6	+0.2%	+$767	0.1%	97
2025 Q4	$436K	Sell	3,388 -22	-0.6%	-$2.81K	0.11%	90
2025 Q3	$430K	Sell	3,410 -219	-6%	-$26.5K	0.12%	77
2025 Q2	$422K	Sell	3,629 -344	-9%	-$36.6K	0.13%	81
2025 Q1	$407K	Buy	3,973 +5	+0.1%	+$545	0.14%	71
2024 Q4	$437K	Buy	3,968 +318	+9%	+$35.5K	0.18%	53
2024 Q3	$397K	Sell	3,650 -845	-19%	-$88.6K	0.19%	55
2024 Q2	$467K	Buy	4,495 +6	+0.1%	+$600	0.24%	46
2024 Q1	$453K	Buy	4,489 +857	+24%	+$82K	0.14%	64
2023 Q4	$331K	Buy	3,632 +19	+0.5%	+$1.61K	0.12%	69
2023 Q3	$294K	Hold	3,613	–	–	0.12%	66
2023 Q2	$304K	Buy	3,613 +5	+0.1%	+$397	0.13%	60
2023 Q1	$281K	Buy	3,608 +9	+0.3%	+$680	0.13%	65
2022 Q4	$258K	Buy	3,599 +10	+0.3%	+$719	0.13%	59
2022 Q3	$240K	Buy	3,589 +214	+6%	+$16.1K	0.13%	60
2022 Q2	$243K	Buy	3,375 +213	+7%	+$16.6K	0.13%	60
2022 Q1	$274K	Buy	3,162 +7	+0.2%	+$600	0.14%	62
2021 Q4	$293K	Buy	3,155 +330	+12%	+$29.8K	0.15%	60
2021 Q3	$235K	Buy	2,825 +210	+8%	+$18K	0.13%	67
2021 Q2	$217K	Sell	2,615 -409	-14%	-$32.9K	0.12%	68
2021 Q1	$231K	Buy	3,024 +8	+0.3%	+$592	0.13%	71
2020 Q4	$216K	Buy	+3,016	New	+$204K	0.14%	66

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

KFA Private Wealth Group's DSI Position: Q2 2026 in Review

KFA Private Wealth Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 16% in Q2 2026, buying an estimated $73.3K and bringing the position to 3,929 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #72.

KFA Private Wealth Group first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

KFA Private Wealth Group held 3,929 shares of iShares MSCI KLD 400 Social ETF worth $560K as of Q2 2026.
KFA Private Wealth Group bought 535 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $73.3K.
iShares MSCI KLD 400 Social ETF made up 0.13% of KFA Private Wealth Group's portfolio in Q2 2026, its #72 holding.
KFA Private Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.