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Miracle Mile Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Miracle Mile 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 		$8.98M Sell
63,094
-7,677
-11% -$1.05M 0.11% 143
2026
Q1 		$8.58M Sell
70,771
-7,446
-10% -$952K 0.12% 134
2025
Q4 		$10.1M Sell
78,217
-1,728
-2% -$221K 0.14% 115
2025
Q3 		$10.1M Sell
79,945
-1,293
-2% -$156K 0.15% 112
2025
Q2 		$9.44M Buy
81,238
+357
+0.4% +$38K 0.16% 102
2025
Q1 		$8.28M Sell
80,881
-2,209
-3% -$241K 0.17% 96
2024
Q4 		$9.16M Sell
83,090
-411
-0.5% -$45.9K 0.19% 85
2024
Q3 		$9.08M Buy
83,501
+1,542
+2% +$162K 0.21% 72
2024
Q2 		$8.51M Buy
81,959
+2,049
+3% +$205K 0.21% 77
2024
Q1 		$8.06M Buy
79,910
+10,566
+15% +$1.01M 0.2% 84
2023
Q4 		$6.31M Buy
69,344
+28,380
+69% +$2.41M 0.17% 90
2023
Q3 		$3.33M Sell
40,964
-17,108
-29% -$1.45M 0.1% 124
2023
Q2 		$4.89M Buy
58,072
+1,199
+2% +$95.3K 0.15% 104
2023
Q1 		$4.44M Buy
56,873
+26
+0% +$1.96K 0.14% 118
2022
Q4 		$4.08M Buy
56,847
+4,043
+8% +$291K 0.14% 127
2022
Q3 		$3.54M Buy
52,804
+659
+1% +$49.5K 0.17% 97
2022
Q2 		$3.75M Buy
52,145
+5,798
+13% +$452K 0.18% 99
2022
Q1 		$4.01M Sell
46,347
-737
-2% -$63.2K 0.17% 97
2021
Q4 		$4.38M Buy
47,084
+3,450
+8% +$311K 0.17% 111
2021
Q3 		$3.63M Buy
43,634
+1,297
+3% +$111K 0.17% 115
2021
Q2 		$3.51M Buy
42,337
+15,315
+57% +$1.23M 0.19% 106
2021
Q1 		$2.06M Buy
27,022
+8,046
+42% +$596K 0.12% 147
2020
Q4 		$1.36M Buy
18,976
+5,800
+44% +$393K 0.08% 180
2020
Q3 		$843K Buy
13,176
+3,050
+30% +$193K 0.06% 196
2020
Q2 		$598K Buy
10,126
+200
+2% +$11.1K 0.05% 212
2020
Q1 		$483K Buy
9,926
+100
+1% +$5.74K 0.05% 182
2019
Q4 		$590K Buy
+9,826
New +$564K 0.04% 180

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

Miracle Mile Advisors's DSI Position: Q2 2026 in Review

Miracle Mile Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 11% in Q2 2026, selling an estimated $1.05M and leaving 63,094 shares worth $8.98M. The position accounts for 0.11% of the portfolio, ranked #143.

Miracle Mile Advisors first reported a position in DSI in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.1M in Q4 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Miracle Mile Advisors held 63,094 shares of iShares MSCI KLD 400 Social ETF worth $8.98M as of Q2 2026.
  • Miracle Mile Advisors sold 7,677 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.05M.
  • iShares MSCI KLD 400 Social ETF made up 0.11% of Miracle Mile Advisors's portfolio in Q2 2026, its #143 holding.
  • Miracle Mile Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 27 quarters since.
  • Miracle Mile Advisors's iShares MSCI KLD 400 Social ETF position peaked at $10.1M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.