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

Midland Wealth 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	$444K	Buy	3,115 +88	+3%	+$12.1K	0.02%	115
2026 Q1	$367K	Sell	3,027 -62	-2%	-$7.93K	0.02%	123
2025 Q4	$398K	Hold	3,089	–	–	0.02%	120
2025 Q3	$389K	Sell	3,089 -884	-22%	-$107K	0.02%	129
2025 Q2	$462K	Sell	3,973 -610	-13%	-$65K	0.03%	124
2025 Q1	$469K	Sell	4,583 -25	-0.5%	-$2.73K	0.03%	132
2024 Q4	$508K	Hold	4,608	–	–	0.03%	130
2024 Q3	$501K	Sell	4,608 -98	-2%	-$10.3K	0.03%	137
2024 Q2	$489K	Hold	4,706	–	–	0.03%	143
2024 Q1	$474K	Buy	4,706 +544	+13%	+$52K	0.03%	139
2023 Q4	$379K	Buy	+4,162	New	+$353K	0.03%	149

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

Midland Wealth Advisors's DSI Position: Q2 2026 in Review

Midland Wealth Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.9% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,115 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #115.

Midland Wealth Advisors first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $508K in Q4 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Midland Wealth Advisors held 3,115 shares of iShares MSCI KLD 400 Social ETF worth $444K as of Q2 2026.
Midland Wealth Advisors bought 88 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $12.1K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Midland Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $508K in Q4 2024.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.