MYeCFO’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

MYeCFO’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 Q1	$424K	Buy	3,500 +70	+2%	+$8.95K	0.18%	53
2025 Q4	$442K	Buy	3,430 +870	+34%	+$111K	0.19%	51
2025 Q3	$322K	Hold	2,560	–	–	0.15%	53
2025 Q2	$297K	Sell	2,560 -1,340	-34%	-$143K	0.15%	51
2025 Q1	$399K	Buy	3,900 +90	+2%	+$9.82K	0.21%	45
2024 Q4	$420K	Buy	3,810 +650	+21%	+$72.6K	0.23%	45
2024 Q3	$344K	Sell	3,160 -178	-5%	-$18.7K	0.19%	49
2024 Q2	$347K	Buy	3,338 +178	+6%	+$17.8K	0.2%	46
2024 Q1	$319K	Hold	3,160	–	–	0.19%	48
2023 Q4	$288K	Buy	3,160 +650	+26%	+$55.1K	0.18%	44
2023 Q3	$204K	Hold	2,510	–	–	0.14%	47
2023 Q2	$211K	Buy	+2,510	New	+$199K	0.15%	43

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MYeCFO's DSI Position: Q1 2026 in Review

MYeCFO increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2% in Q1 2026, buying an estimated $8.95K and bringing the position to 3,500 shares worth $424K. The position accounts for 0.18% of the portfolio, ranked #53.

MYeCFO first reported a position in DSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $442K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

MYeCFO held 3,500 shares of iShares MSCI KLD 400 Social ETF worth $424K as of Q1 2026.
MYeCFO bought 70 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $8.95K.
iShares MSCI KLD 400 Social ETF made up 0.18% of MYeCFO's portfolio in Q1 2026, its #53 holding.
MYeCFO first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 12 quarters since.
MYeCFO's iShares MSCI KLD 400 Social ETF position peaked at $442K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.