MRA Advisory Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

MRA Advisory Group’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	$445K	Hold	3,127	–	–	0.16%	87
2026 Q1	$379K	Buy	3,127 +41	+1%	+$5.24K	0.15%	84
2025 Q4	$398K	Buy	3,086 +12	+0.4%	+$1.53K	0.17%	78
2025 Q3	$387K	Buy	3,074 +200	+7%	+$24.2K	0.17%	80
2025 Q2	$334K	Buy	2,874 +396	+16%	+$42.2K	0.16%	92
2025 Q1	$254K	Sell	2,478 -200	-7%	-$21.8K	0.14%	98
2024 Q4	$295K	Buy	2,678 +137	+5%	+$15.3K	0.16%	76
2024 Q3	$276K	Buy	2,541 +288	+13%	+$30.2K	0.15%	73
2024 Q2	$234K	Buy	2,253 +29	+1%	+$2.9K	0.13%	88
2024 Q1	$224K	Sell	2,224 -114	-5%	-$10.9K	0.13%	89
2023 Q4	$213K	Buy	+2,338	New	+$198K	0.14%	90

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

MRA Advisory Group's DSI Position: Q2 2026 in Review

MRA Advisory Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 3,127 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #87.

MRA Advisory Group first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

MRA Advisory Group held 3,127 shares of iShares MSCI KLD 400 Social ETF worth $445K as of Q2 2026.
MRA Advisory Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.16% of MRA Advisory Group's portfolio in Q2 2026, its #87 holding.
MRA Advisory Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.