Larson Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Larson Financial 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	$130K	Buy	916 +221	+32%	+$30.3K	﹤0.01%	1046
2026 Q1	$84.2K	Sell	695 -267	-28%	-$34.1K	﹤0.01%	1080
2025 Q4	$124K	Buy	962 +585	+155%	+$74.7K	﹤0.01%	859
2025 Q3	$47.5K	Sell	377 -45	-11%	-$5.44K	﹤0.01%	1187
2025 Q2	$49K	Buy	422 +147	+53%	+$15.7K	﹤0.01%	1080
2025 Q1	$28.2K	Buy	275 +1	+0.4%	+$109	﹤0.01%	1232
2024 Q4	$30.2K	Buy	274 +1	+0.4%	+$112	﹤0.01%	1067
2024 Q3	$29.7K	Hold	273	–	–	﹤0.01%	1072
2024 Q2	$28.3K	Buy	+273	New	+$27.3K	﹤0.01%	959

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

Larson Financial Group's DSI Position: Q2 2026 in Review

Larson Financial Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 32% in Q2 2026, buying an estimated $30.3K and bringing the position to 916 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Larson Financial Group first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Larson Financial Group held 916 shares of iShares MSCI KLD 400 Social ETF worth $130K as of Q2 2026.
Larson Financial Group bought 221 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $30.3K.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1046 holding.
Larson Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.