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

Modern 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	$2.82M	Buy	19,785 +168	+0.9%	+$23K	0.03%	339
2026 Q1	$2.4M	Sell	19,617 -713	-4%	-$91.2K	0.04%	288
2025 Q4	$2.62M	Sell	20,330 -630	-3%	-$80.5K	0.05%	261
2025 Q3	$2.64M	Hold	20,960	–	–	0.05%	253
2025 Q2	$2.43M	Buy	20,960 +18,817	+878%	+$2M	0.06%	244
2025 Q1	$219K	Hold	2,143	–	–	0.01%	622
2024 Q4	$236K	Buy	+2,143	New	+$239K	0.01%	514

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

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

Modern Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.86% in Q2 2026, buying an estimated $23K and bringing the position to 19,785 shares worth $2.82M. The position accounts for 0.03% of the portfolio, ranked #339.

Modern 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.

Modern Wealth Management held 19,785 shares of iShares MSCI KLD 400 Social ETF worth $2.82M as of Q2 2026.
Modern Wealth Management bought 168 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $23K.
iShares MSCI KLD 400 Social ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #339 holding.
Modern 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.