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

LifeSteps Financial’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	$5.7K	Buy	+40	New	+$5.48K	﹤0.01%	515

Other funds holding DSI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial's DSI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 40 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings.

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

LifeSteps Financial held 40 shares of iShares MSCI KLD 400 Social ETF worth $5.7K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new LifeSteps Financial position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #515 holding.
279 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.