MIA
DSI icon

Milestone Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Milestone Investment 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 		$746K Buy
5,237
+543
+12% +$74.4K 0.16% 58
2026
Q1 		$569K Buy
4,694
+224
+5% +$28.6K 0.14% 61
2025
Q4 		$576K Buy
4,470
+1,421
+47% +$182K 0.14% 58
2025
Q3 		$384K Sell
3,049
-2
-0.1% -$242 0.1% 66
2025
Q2 		$354K Sell
3,051
-4
-0.1% -$426 0.09% 67
2025
Q1 		$313K Sell
3,055
-2
-0.1% -$218 0.09% 69
2024
Q4 		$337K Sell
3,057
-5
-0.2% -$559 0.09% 69
2024
Q3 		$333K Hold
3,062
– – 0.09% 70
2024
Q2 		$318K Sell
3,062
-228
-7% -$22.8K 0.08% 67
2024
Q1 		$332K Sell
3,290
-8
-0.2% -$765 0.09% 61
2023
Q4 		$300K Sell
3,298
-148
-4% -$12.6K 0.09% 60
2023
Q3 		$281K Sell
3,446
-389
-10% -$33K 0.08% 86
2023
Q2 		$323K Buy
3,835
+634
+20% +$50.4K 0.1% 57
2023
Q1 		$250K Sell
3,201
-596
-16% -$45K 0.08% 91
2022
Q4 		$273K Buy
+3,797
New +$273K 0.1% 54

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

Milestone Investment Advisors's DSI Position: Q2 2026 in Review

Milestone Investment Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 12% in Q2 2026, buying an estimated $74.4K and bringing the position to 5,237 shares worth $746K. The position accounts for 0.16% of the portfolio, ranked #58.

Milestone Investment Advisors first reported a position in DSI in Q4 2022 and has held it in 15 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Milestone Investment Advisors held 5,237 shares of iShares MSCI KLD 400 Social ETF worth $746K as of Q2 2026.
  • Milestone Investment Advisors bought 543 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $74.4K.
  • iShares MSCI KLD 400 Social ETF made up 0.16% of Milestone Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Milestone Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and has held it in 15 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.