Kingswood Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
IAS
Kingswood Wealth Advisors's DSI Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 8.1% in Q2 2026, buying an estimated $124K and bringing the position to 12,175 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #293.
Kingswood Wealth Advisors first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Kingswood Wealth Advisors held 12,175 shares of iShares MSCI KLD 400 Social ETF worth $1.73M as of Q2 2026.
- Kingswood Wealth Advisors bought 908 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $124K.
- iShares MSCI KLD 400 Social ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #293 holding.
- Kingswood Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
- 632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.