Mission Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Mission Wealth Management’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	$926K	Buy	6,502 +3,538	+119%	+$485K	0.01%	504
2026 Q1	$359K	Sell	2,964 -170	-5%	-$21.7K	0.01%	571
2025 Q4	$404K	Sell	3,134 -391	-11%	-$49.9K	0.01%	540
2025 Q3	$444K	Buy	+3,525	New	+$426K	0.01%	511
2024 Q2	–	Sell	-2,039	Closed	-$206K	–	687
2024 Q1	$206K	Buy	+2,039	New	+$195K	0.01%	645
2022 Q4	–	Sell	-3,850	Closed	-$258K	–	530
2022 Q3	$258K	Buy	+3,850	New	+$289K	0.01%	423

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mission Wealth Management's DSI Position: Q2 2026 in Review

Mission Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 119% in Q2 2026, buying an estimated $485K and bringing the position to 6,502 shares worth $926K. The position accounts for 0.01% of the portfolio, ranked #504.

Mission Wealth Management first reported a position in DSI in Q3 2022 and has held it in 6 quarters since. 322 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Mission Wealth Management held 6,502 shares of iShares MSCI KLD 400 Social ETF worth $926K as of Q2 2026.
Mission Wealth Management bought 3,538 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $485K.
iShares MSCI KLD 400 Social ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #504 holding.
Mission Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and has held it in 6 quarters since.
322 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.