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My Legacy Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

My Legacy 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
Q2 		$318K Sell
2,698
-615
-19% -$65.5K 0.11% 170
2025
Q1 		$339K Buy
3,313
+66
+2% +$7.2K 0.13% 162
2024
Q4 		$363K Sell
3,247
-350
-10% -$39.1K 0.14% 156
2024
Q3 		$391K Sell
3,597
-519
-13% -$54.4K 0.15% 152
2024
Q2 		$427K Buy
4,116
+918
+29% +$91.9K 0.14% 164
2024
Q1 		$322K Buy
3,198
+813
+34% +$77.8K 0.11% 184
2023
Q4 		$218K Sell
2,385
-272
-10% -$23.1K 0.08% 197
2023
Q3 		$215K Sell
2,657
-41
-2% -$3.48K 0.09% 193
2023
Q2 		$232K Sell
2,698
-2,251
-45% -$179K 0.09% 198
2023
Q1 		$384K Sell
4,949
-394
-7% -$29.8K 0.16% 165
2022
Q4 		$418K Sell
5,343
-2,566
-32% -$184K 0.18% 161
2022
Q3 		$526K Sell
7,909
-8,093
-51% -$607K 0.27% 139
2022
Q2 		$1.17M Sell
16,002
-6,112
-28% -$476K 0.59% 43
2022
Q1 		$1.92M Buy
+22,114
New +$1.9M 0.89% 22

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 22.96% 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

My Legacy Advisors's DSI Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 19% in Q2 2025, selling an estimated $65.5K and leaving 2,698 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #170.

My Legacy Advisors first reported a position in DSI in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q1 2022. 560 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

  • My Legacy Advisors held 2,698 shares of iShares MSCI KLD 400 Social ETF worth $318K as of Q2 2025.
  • My Legacy Advisors sold 615 iShares MSCI KLD 400 Social ETF shares in Q2 2025, an estimated $65.5K.
  • iShares MSCI KLD 400 Social ETF made up 0.11% of My Legacy Advisors's portfolio in Q2 2025, its #170 holding.
  • My Legacy Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.92M in Q1 2022.
  • 560 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.