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Landaas & Company’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Landaas & Company’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 		$525K Buy
3,689
+416
+13% +$57K 0.1% 75
2026
Q1 		$397K Buy
3,273
+7
+0.2% +$895 0.09% 78
2025
Q4 		$421K Buy
3,266
+9
+0.3% +$1.15K 0.09% 72
2025
Q3 		$410K Buy
3,257
+132
+4% +$16K 0.09% 64
2025
Q2 		$363K Sell
3,125
-657
-17% -$70K 0.09% 70
2025
Q1 		$387K Buy
3,782
+8
+0.2% +$873 0.11% 52
2024
Q4 		$416K Buy
3,774
+674
+22% +$75.3K 0.12% 44
2024
Q3 		$337K Buy
3,100
+10
+0.3% +$1.05K 0.09% 52
2024
Q2 		$321K Buy
3,090
+6
+0.2% +$600 0.1% 55
2024
Q1 		$311K Buy
3,084
+8
+0.3% +$765 0.1% 56
2023
Q4 		$280K Buy
3,076
+22
+0.7% +$1.87K 0.1% 56
2023
Q3 		$249K Hold
3,054
– – 0.11% 59
2023
Q2 		$257K Buy
3,054
+7
+0.2% +$556 0.11% 58
2023
Q1 		$238K Buy
3,047
+11
+0.4% +$831 0.12% 62
2022
Q4 		$218K Buy
3,036
+12
+0.4% +$862 0.12% 58
2022
Q3 		$203K Buy
3,024
+13
+0.4% +$976 0.13% 59
2022
Q2 		$216K Buy
3,011
+15
+0.5% +$1.17K 0.13% 61
2022
Q1 		$278K Hold
2,996
– – 0.15% 59
2021
Q4 		$278K Buy
2,996
+9
+0.3% +$811 0.15% 59
2021
Q3 		$249K Sell
2,987
-86
-3% -$7.35K 0.14% 59
2021
Q2 		$255K Buy
3,073
+7
+0.2% +$563 0.14% 60
2021
Q1 		$234K Buy
3,066
+9
+0.3% +$666 0.14% 64
2020
Q4 		$219K Buy
+3,057
New +$207K 0.15% 58
2018
Q3 		– Sell
-3,464
Closed -$175K – 129
2018
Q2 		$175K Buy
+3,464
New +$174K 0.14% 61
2018
Q1 		– Sell
-3,454
Closed -$170K – 123
2017
Q4 		$170K Buy
3,454
+26
+0.8% +$1.25K 0.15% 59
2017
Q3 		$159K Buy
+3,428
New +$156K 0.14% 61

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

Landaas & Company's DSI Position: Q2 2026 in Review

Landaas & Company increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 13% in Q2 2026, buying an estimated $57K and bringing the position to 3,689 shares worth $525K. The position accounts for 0.1% of the portfolio, ranked #75.

Landaas & Company first reported a position in DSI in Q3 2017 and has held it in 26 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Landaas & Company held 3,689 shares of iShares MSCI KLD 400 Social ETF worth $525K as of Q2 2026.
  • Landaas & Company bought 416 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $57K.
  • iShares MSCI KLD 400 Social ETF made up 0.1% of Landaas & Company's portfolio in Q2 2026, its #75 holding.
  • Landaas & Company first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2017 and has held it in 26 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.