Legacy Financial Group (Iowa)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Legacy Financial Group (Iowa)’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	$253K	Buy	+1,777	New	+$244K	0.03%	116

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

Legacy Financial Group (Iowa)'s DSI Position: Q2 2026 in Review

Legacy Financial Group (Iowa) opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,777 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #116 among its holdings.

629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Legacy Financial Group (Iowa) held 1,777 shares of iShares MSCI KLD 400 Social ETF worth $253K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Legacy Financial Group (Iowa) position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #116 holding.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.