Mayflower Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Mayflower Financial 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	$563K	Buy	3,955 +67	+2%	+$9.18K	0.05%	269
2026 Q1	$471K	Sell	3,888 -225	-5%	-$28.8K	0.06%	270
2025 Q4	$530K	Hold	4,113	–	–	0.06%	242
2025 Q3	$518K	Sell	4,113 -125	-3%	-$15.1K	0.07%	247
2025 Q2	$492K	Hold	4,238	–	–	0.07%	248
2025 Q1	$434K	Hold	4,238	–	–	0.07%	248
2024 Q4	$467K	Hold	4,238	–	–	0.07%	239
2024 Q3	$461K	Hold	4,238	–	–	0.07%	231
2024 Q2	$440K	Sell	4,238 -551	-12%	-$55.1K	0.07%	230
2024 Q1	$483K	Hold	4,789	–	–	0.08%	217
2023 Q4	$436K	Hold	4,789	–	–	0.06%	217
2023 Q3	$390K	Sell	4,789 -72	-1%	-$6.11K	0.06%	221
2023 Q2	$409K	Hold	4,861	–	–	0.05%	236
2023 Q1	$379K	Sell	4,861 -23	-0.5%	-$1.74K	0.05%	239
2022 Q4	$351K	Buy	+4,884	New	+$351K	0.05%	246

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mayflower Financial Advisors's DSI Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.7% in Q2 2026, buying an estimated $9.18K and bringing the position to 3,955 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #269.

Mayflower Financial Advisors first reported a position in DSI in Q4 2022 and has held it in 15 quarters since. 372 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Mayflower Financial Advisors held 3,955 shares of iShares MSCI KLD 400 Social ETF worth $563K as of Q2 2026.
Mayflower Financial Advisors bought 67 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $9.18K.
iShares MSCI KLD 400 Social ETF made up 0.05% of Mayflower Financial Advisors's portfolio in Q2 2026, its #269 holding.
Mayflower Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 15 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.