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

Mount Yale 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
2025
Q3 		– Sell
-1,282
Closed -$149K – 907
2025
Q2 		$149K Buy
+1,282
New +$137K 0.01% 594
2024
Q4 		– Sell
-5,376
Closed -$585K – 573
2024
Q3 		$585K Sell
5,376
-1,157
-18% -$121K 0.06% 312
2024
Q2 		$678K Sell
6,533
-2,769
-30% -$277K 0.05% 281
2024
Q1 		$938K Sell
9,302
-152
-2% -$14.5K 0.07% 232
2023
Q4 		$861K Buy
9,454
+1,242
+15% +$105K 0.08% 224
2023
Q3 		$669K Buy
8,212
+78
+1% +$6.61K 0.07% 255
2023
Q2 		$685K Buy
8,134
+1,018
+14% +$80.9K 0.07% 265
2023
Q1 		$555K Buy
7,116
+661
+10% +$49.9K 0.06% 285
2022
Q4 		$463K Sell
6,455
-1,342
-17% -$96.5K 0.05% 290
2022
Q3 		$522K Buy
7,797
+3,890
+100% +$292K 0.07% 263
2022
Q2 		$281K Sell
3,907
-1,333
-25% -$104K 0.04% 369
2022
Q1 		$454K Buy
+5,240
New +$449K 0.05% 312

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 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mount Yale Investment Advisors's DSI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2025, closing a stake of 1,282 shares — an estimated $149K sold.

Mount Yale Investment Advisors first reported a position in DSI in Q1 2022 and held it in 12 quarters. The position peaked at $938K in Q1 2024. 561 funds tracked by Wall St. Rank hold DSI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,282 iShares MSCI KLD 400 Social ETF shares in Q3 2025, an estimated $149K.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and held it in 12 quarters.
  • Mount Yale Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $938K in Q1 2024.
  • 561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.