Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$342K	Hold	2,402	–	–	﹤0.01%	269
2026 Q1	$303K	Hold	2,402	–	–	﹤0.01%	277
2025 Q4	$317K	Buy	2,402 +622	+35%	+$79.5K	﹤0.01%	276
2025 Q3	$226K	Hold	1,780	–	–	﹤0.01%	306
2025 Q2	$207K	Hold	1,780	–	–	﹤0.01%	273
2025 Q1	$175K	Hold	1,780	–	–	﹤0.01%	280
2024 Q4	$199K	Sell	1,780 -159	-8%	-$17.8K	﹤0.01%	283
2024 Q3	$213K	Hold	1,939	–	–	﹤0.01%	276
2024 Q2	$209K	Buy	1,939 +1,621	+510%	+$162K	﹤0.01%	267
2024 Q1	$30.3K	Hold	318	–	–	﹤0.01%	430
2023 Q4	$29.5K	Buy	+318	New	+$27K	﹤0.01%	434
2023 Q2	–	Sell	-108	Closed	-$8.42K	–	640
2023 Q1	$8.42K	Buy	+108	New	+$8.16K	﹤0.01%	524
2020 Q4	–	Sell	-1,970	Closed	-$126K	–	777
2020 Q3	$126K	Sell	1,970 -790	-29%	-$49.9K	﹤0.01%	299
2020 Q2	$163K	Sell	2,760 -7,010	-72%	-$390K	﹤0.01%	264
2020 Q1	$476K	Buy	+9,770	New	+$561K	0.01%	175
2019 Q1	–	Sell	-360	Closed	-$17K	–	710
2018 Q4	$17K	Buy	+360	New	+$17.8K	﹤0.01%	536
2016 Q1	–	Sell	-1,200	Closed	-$45K	–	622
2015 Q4	$45K	Buy	+1,200	New	+$45.7K	﹤0.01%	430

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

Loring Wolcott & Coolidge Fiduciary Advisors's DSI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 2,402 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DSI in Q4 2015 and has held it in 17 quarters since. The position peaked at $476K in Q1 2020. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,402 shares of iShares MSCI KLD 400 Social ETF worth $342K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #269 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2015 and has held it in 17 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI KLD 400 Social ETF position peaked at $476K in Q1 2020.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.