MGO One Seven’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

MGO One Seven’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	$1.47M	Sell	10,289 -400	-4%	-$54.8K	0.02%	604
2026 Q1	$1.3M	Sell	10,689 -909	-8%	-$116K	0.03%	582
2025 Q4	$1.49M	Sell	11,598 -257	-2%	-$32.8K	0.03%	526
2025 Q3	$1.49M	Sell	11,855 -581	-5%	-$70.3K	0.03%	477
2025 Q2	$1.44M	Buy	12,436 +843	+7%	+$89.8K	0.05%	411
2025 Q1	$1.19M	Buy	11,593 +144	+1%	+$15.7K	0.05%	395
2024 Q4	$1.26M	Sell	11,449 -859	-7%	-$96K	0.05%	381
2024 Q3	$1.34M	Sell	12,308 -790	-6%	-$82.8K	0.06%	333
2024 Q2	$1.36M	Sell	13,098 -108	-0.8%	-$10.8K	0.06%	305
2024 Q1	$1.33M	Buy	13,206 +425	+3%	+$40.6K	0.07%	288
2023 Q4	$1.16M	Buy	+12,781	New	+$1.08M	0.07%	291
2023 Q2	–	Sell	-10,464	Closed	-$816K	–	821
2023 Q1	$816K	Buy	+10,464	New	+$790K	0.05%	339

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

MGO One Seven's DSI Position: Q2 2026 in Review

MGO One Seven reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.7% in Q2 2026, selling an estimated $54.8K and leaving 10,289 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #604.

MGO One Seven first reported a position in DSI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q4 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

MGO One Seven held 10,289 shares of iShares MSCI KLD 400 Social ETF worth $1.47M as of Q2 2026.
MGO One Seven sold 400 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $54.8K.
iShares MSCI KLD 400 Social ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #604 holding.
MGO One Seven first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2023 and has held it in 12 quarters since.
MGO One Seven's iShares MSCI KLD 400 Social ETF position peaked at $1.49M in Q4 2025.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.