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

Modera 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	$2.7M	Hold	18,986	–	–	0.03%	243
2026 Q1	$2.3M	Hold	18,986	–	–	0.03%	247
2025 Q4	$2.45M	Hold	18,986	–	–	0.03%	245
2025 Q3	$2.39M	Sell	18,986 -425	-2%	-$51.4K	0.03%	248
2025 Q2	$2.25M	Buy	19,411 +2,125	+12%	+$226K	0.03%	246
2025 Q1	$1.77M	Hold	17,286	–	–	0.02%	256
2024 Q4	$1.91M	Buy	+17,286	New	+$1.93M	0.02%	254

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

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

Modera Wealth Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 18,986 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #243.

Modera Wealth Management first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Modera Wealth Management held 18,986 shares of iShares MSCI KLD 400 Social ETF worth $2.7M as of Q2 2026.
Modera Wealth Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #243 holding.
Modera Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.