Long Run Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Long Run Wealth 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
2025 Q4	$1.07M	Buy	8,322 +47	+0.6%	+$6K	0.2%	65
2025 Q3	$1.04M	Sell	8,275 -526	-6%	-$63.6K	0.2%	65
2025 Q2	$1.02M	Sell	8,801 -652	-7%	-$69.4K	0.21%	65
2025 Q1	$968K	Buy	9,453 +143	+2%	+$15.6K	0.22%	65
2024 Q4	$1.03M	Sell	9,310 -554	-6%	-$61.9K	0.25%	63
2024 Q3	$1.07M	Sell	9,864 -31	-0.3%	-$3.25K	0.25%	66
2024 Q2	$1.03M	Sell	9,895 -926	-9%	-$92.7K	0.26%	63
2024 Q1	$1.09M	Buy	10,821 +270	+3%	+$25.8K	0.29%	60
2023 Q4	$961K	Buy	+10,551	New	+$895K	0.28%	63

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Long Run Wealth Advisors's DSI Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.57% in Q4 2025, buying an estimated $6K and bringing the position to 8,322 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #65.

Long Run Wealth Advisors first reported a position in DSI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.09M in Q1 2024. 614 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

Long Run Wealth Advisors held 8,322 shares of iShares MSCI KLD 400 Social ETF worth $1.07M as of Q4 2025.
Long Run Wealth Advisors bought 47 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $6K.
iShares MSCI KLD 400 Social ETF made up 0.2% of Long Run Wealth Advisors's portfolio in Q4 2025, its #65 holding.
Long Run Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 9 quarters since.
Long Run Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.09M in Q1 2024.
614 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.