Maia Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Maia Wealth’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	$408K	Sell	2,864 -64	-2%	-$8.77K	0.06%	250
2026 Q1	$355K	Sell	2,928 -1,162	-28%	-$149K	0.06%	265
2025 Q4	$526K	Sell	4,090 -4,059	-50%	-$518K	0.09%	211
2025 Q3	$1.05M	Buy	8,149 +253	+3%	+$30.6K	0.18%	138
2025 Q2	$917K	Buy	7,896 +5	+0.1%	+$532	0.17%	140
2025 Q1	$785K	Sell	7,891 -596	-7%	-$65K	0.18%	128
2024 Q4	$950K	Buy	8,487 +158	+2%	+$17.7K	0.2%	106
2024 Q3	$915K	Sell	8,329 -89	-1%	-$9.33K	0.23%	96
2024 Q2	$902K	Buy	+8,418	New	+$842K	0.27%	78
2023 Q4	$674K	Buy	+7,402	New	+$628K	0.27%	71

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

Maia Wealth's DSI Position: Q2 2026 in Review

Maia Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.2% in Q2 2026, selling an estimated $8.77K and leaving 2,864 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #250.

Maia Wealth first reported a position in DSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q3 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Maia Wealth held 2,864 shares of iShares MSCI KLD 400 Social ETF worth $408K as of Q2 2026.
Maia Wealth sold 64 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $8.77K.
iShares MSCI KLD 400 Social ETF made up 0.06% of Maia Wealth's portfolio in Q2 2026, its #250 holding.
Maia Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares MSCI KLD 400 Social ETF position peaked at $1.05M in Q3 2025.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.