Lido Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Lido Advisors’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	$3.36M	Sell	23,600 -1,426	-6%	-$195K	0.01%	616
2026 Q1	$3.03M	Sell	25,026 -3,879	-13%	-$496K	0.01%	577
2025 Q4	$3.64M	Buy	28,905 +198	+0.7%	+$25.3K	0.01%	542
2025 Q3	$3.62M	Sell	28,707 -284	-1%	-$34.3K	0.01%	517
2025 Q2	$3.37M	Hold	28,991	–	–	0.01%	462
2025 Q1	$2.97M	Sell	28,991 -1,072	-4%	-$117K	0.01%	450
2024 Q4	$3.31M	Sell	30,063 -163	-0.5%	-$18.2K	0.02%	410
2024 Q3	$3.29M	Sell	30,226 -1,131	-4%	-$119K	0.02%	373
2024 Q2	$3.26M	Buy	31,357 +1,729	+6%	+$173K	0.02%	354
2024 Q1	$2.99M	Sell	29,628 -785	-3%	-$75.1K	0.02%	356
2023 Q4	$2.77M	Buy	30,413 +763	+3%	+$64.7K	0.02%	351
2023 Q3	$2.41M	Sell	29,650 -346	-1%	-$29.3K	0.02%	340
2023 Q2	$2.52M	Sell	29,996 -974	-3%	-$77.4K	0.02%	327
2023 Q1	$2.42M	Buy	+30,970	New	+$2.34M	0.02%	308

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

Lido Advisors's DSI Position: Q2 2026 in Review

Lido Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 5.7% in Q2 2026, selling an estimated $195K and leaving 23,600 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #616.

Lido Advisors first reported a position in DSI in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.64M in Q4 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Lido Advisors held 23,600 shares of iShares MSCI KLD 400 Social ETF worth $3.36M as of Q2 2026.
Lido Advisors sold 1,426 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $195K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #616 holding.
Lido Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2023 and has held it in 14 quarters since.
Lido Advisors's iShares MSCI KLD 400 Social ETF position peaked at $3.64M in Q4 2025.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.