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

McClarren 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 		$4.91M Buy
34,476
+1,114
+3% +$153K 2.54% 11
2026
Q1 		$4.04M Buy
33,362
+20,526
+160% +$2.62M 2.39% 11
2025
Q4 		$4.29M Sell
12,836
-8,666
-40% -$1.11M 2.56% 10
2025
Q3 		$4.26M Sell
21,502
-12,277
-36% -$1.48M 2.61% 10
2025
Q2 		$3.92M Buy
33,779
+12,204
+57% +$1.3M 2.55% 11
2025
Q1 		$3.48M Buy
+21,575
New +$2.35M 2.3% 11
2024
Q4 		– Sell
-21,443
Closed -$263M – 231
2024
Q3 		$263M Buy
21,443
+20,924
+4,032% +$2.19M 33.11% 1
2024
Q2 		$3.5M Sell
519
-30,724
-98% -$3.07M 2.45% 10
2024
Q1 		$3.15M Buy
31,243
+77
+0.2% +$7.37K 2.26% 12
2023
Q4 		$2.84M Buy
31,166
+228
+0.7% +$19.3K 2.16% 13
2023
Q3 		$2.52M Sell
30,938
-1
-0% -$85 2.19% 12
2023
Q2 		$2.6M Buy
30,939
+72
+0.2% +$5.72K 2.15% 12
2023
Q1 		$2.4M Buy
30,867
+106
+0.3% +$8.01K 2.19% 12
2022
Q4 		$2.21M Buy
30,761
+125
+0.4% +$8.98K 2.1% 12
2022
Q3 		$2.05M Buy
30,636
+1,519
+5% +$114K 2.04% 12
2022
Q2 		$2.09M Sell
29,117
-1,649
-5% -$128K 6.7% 5
2022
Q1 		$2.66M Buy
30,766
+158
+0.5% +$13.6K 1.93% 12
2021
Q4 		$2.85M Buy
30,608
+43
+0.1% +$3.88K 1.94% 12
2021
Q3 		$2.54M Buy
30,565
+492
+2% +$42.1K 1.98% 10
2021
Q2 		$2.49M Buy
30,073
+116
+0.4% +$9.33K 2.02% 11
2021
Q1 		$2.29M Buy
29,957
+88
+0.3% +$6.52K 2.05% 11
2020
Q4 		$2.14M Buy
+29,869
New +$2.02M 2.05% 11

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

McClarren Financial Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.3% in Q2 2026, buying an estimated $153K and bringing the position to 34,476 shares worth $4.91M. The position accounts for 2.54% of the portfolio, ranked #11.

McClarren Financial Advisors first reported a position in DSI in Q4 2020 and has held it in 22 quarters since. The position peaked at $263M in Q3 2024. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • McClarren Financial Advisors held 34,476 shares of iShares MSCI KLD 400 Social ETF worth $4.91M as of Q2 2026.
  • McClarren Financial Advisors bought 1,114 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $153K.
  • iShares MSCI KLD 400 Social ETF made up 2.54% of McClarren Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • McClarren Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's iShares MSCI KLD 400 Social ETF position peaked at $263M in Q3 2024.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.