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 Q2	$498K	Hold	3,500	–	–	0.19%	51
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 $1.89T 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

MYeCFO's DSI Position: Q2 2026 in Review

MYeCFO held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 3,500 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #51.

MYeCFO first reported a position in DSI in Q2 2023 and has held it in 13 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

MYeCFO held 3,500 shares of iShares MSCI KLD 400 Social ETF worth $498K as of Q2 2026.
MYeCFO left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.19% of MYeCFO's portfolio in Q2 2026, its #51 holding.
MYeCFO first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 13 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on MYeCFO's 13F filing for Q2 2026, filed 10 Aug 2026.