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

Northland Securities’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 		$235K Sell
1,647
-650
-28% -$89.1K 0.14% 105
2026
Q1 		$278K Hold
2,297
– – 0.27% 83
2025
Q4 		$296K Buy
+2,297
New +$293K 0.28% 76

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northland Securities's DSI Position: Q2 2026 in Review

Northland Securities reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 28% in Q2 2026, selling an estimated $89.1K and leaving 1,647 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #105.

Northland Securities first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $296K in Q4 2025. 483 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Northland Securities held 1,647 shares of iShares MSCI KLD 400 Social ETF worth $235K as of Q2 2026.
  • Northland Securities sold 650 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $89.1K.
  • iShares MSCI KLD 400 Social ETF made up 0.14% of Northland Securities's portfolio in Q2 2026, its #105 holding.
  • Northland Securities first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • Northland Securities's iShares MSCI KLD 400 Social ETF position peaked at $296K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.