Merit Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Merit Financial Group’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	$4.2M	Buy	29,530 +270	+0.9%	+$37K	0.03%	488
2026 Q1	$3.55M	Buy	29,260 +3,311	+13%	+$423K	0.03%	492
2025 Q4	$3.34M	Buy	25,949 +9,295	+56%	+$1.19M	0.03%	468
2025 Q3	$2.1M	Buy	16,654 +1,109	+7%	+$134K	0.02%	560
2025 Q2	$1.81M	Buy	15,545 +3,615	+30%	+$385K	0.02%	563
2025 Q1	$1.22M	Buy	11,930 +6,943	+139%	+$757K	0.02%	585
2024 Q4	$550K	Buy	4,987 +1,612	+48%	+$180K	0.01%	697
2024 Q3	$367K	Hold	3,375	–	–	0.01%	632
2024 Q2	$350K	Hold	3,375	–	–	0.01%	675
2024 Q1	$329K	Buy	3,375 +173	+5%	+$16.5K	0.01%	677
2023 Q4	$292K	Hold	3,202	–	–	0.01%	630
2023 Q3	$261K	Hold	3,202	–	–	0.01%	629
2023 Q2	$270K	Hold	3,202	–	–	0.01%	620
2023 Q1	$250K	Hold	3,202	–	–	0.01%	550
2022 Q4	$230K	Sell	3,202 -101	-3%	-$7.26K	0.01%	602
2022 Q3	$221K	Hold	3,303	–	–	0.01%	502
2022 Q2	$237K	Hold	3,303	–	–	0.01%	488
2022 Q1	$286K	Hold	3,303	–	–	0.02%	310
2021 Q4	$307K	Hold	3,303	–	–	0.03%	223
2021 Q3	$275K	Hold	3,303	–	–	0.03%	220
2021 Q2	$274K	Buy	3,303 +33	+1%	+$2.65K	0.03%	217
2021 Q1	$250K	Hold	3,270	–	–	0.03%	207
2020 Q4	$234K	Hold	3,270	–	–	0.02%	189
2020 Q3	$209K	Buy	+3,270	New	+$206K	0.02%	206

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

Merit Financial Group's DSI Position: Q2 2026 in Review

Merit Financial Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.92% in Q2 2026, buying an estimated $37K and bringing the position to 29,530 shares worth $4.2M. The position accounts for 0.03% of the portfolio, ranked #488.

Merit Financial Group first reported a position in DSI in Q3 2020 and has held it in 24 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Merit Financial Group held 29,530 shares of iShares MSCI KLD 400 Social ETF worth $4.2M as of Q2 2026.
Merit Financial Group bought 270 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $37K.
iShares MSCI KLD 400 Social ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #488 holding.
Merit Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2020 and has held it in 24 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

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