Regatta Research & Money Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Regatta Research & Money Management’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	$27.8K	Buy	+195	New	+$26.7K	0.03%	358

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Regatta Research & Money Management's DSI Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 195 shares worth $27.8K. The stake represents 0.03% of the portfolio and ranks #358 among its holdings.

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

Regatta Research & Money Management held 195 shares of iShares MSCI KLD 400 Social ETF worth $27.8K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #358 holding.
524 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.