MAG
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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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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. 197 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.
  • 197 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.