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LVZ Inc’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

LVZ Inc’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 		$207K Buy
+1,453
New +$199K 0.02% 171

Other funds holding DSI

Envestnet Portfolio Solutions
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
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
PI
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LVZ Inc's DSI Position: Q2 2026 in Review

LVZ Inc opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,453 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings.

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

  • LVZ Inc held 1,453 shares of iShares MSCI KLD 400 Social ETF worth $207K as of Q2 2026.
  • iShares MSCI KLD 400 Social ETF was a new LVZ Inc position in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of LVZ Inc's portfolio in Q2 2026, its #171 holding.
  • 245 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.