Oliver Lagore Vanvalin Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$66.2K	Buy	+646	New	+$68.8K	0.03%	218
2024 Q4	$70.7K	Sell	641 -137	-18%	-$15.3K	0.02%	218
2024 Q3	$84.7K	Sell	778 -115	-13%	-$12.1K	0.02%	190
2024 Q2	$92.7K	Sell	893 -37	-4%	-$3.7K	0.03%	173
2024 Q1	$93.8K	Sell	930 -12	-1%	-$1.15K	0.03%	179
2023 Q4	$85.8K	Buy	942 +115	+14%	+$9.76K	0.03%	161
2023 Q3	$67.3K	Sell	827 -41	-5%	-$3.48K	0.03%	204
2023 Q2	$73.1K	Sell	868 -20	-2%	-$1.59K	0.03%	209
2023 Q1	$69.2K	Sell	888 -1,265	-59%	-$95.6K	0.03%	167
2022 Q4	$155K	Sell	2,153 -644	-23%	-$46.3K	0.09%	103
2022 Q3	$187K	Sell	2,797 -195	-7%	-$14.6K	0.12%	88
2022 Q2	$215K	Buy	2,992 +2,003	+203%	+$156K	0.13%	89
2022 Q1	$78K	Buy	+989	New	+$84.8K	0.05%	149

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DSI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2025: 646 shares worth $66.2K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in DSI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in DSI in Q1 2022 and has held it in 13 quarters since. The position peaked at $215K in Q2 2022. 561 funds tracked by Wall St. Rank hold DSI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 646 shares of iShares MSCI KLD 400 Social ETF worth $66.2K as of Q2 2025.
iShares MSCI KLD 400 Social ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares MSCI KLD 400 Social ETF made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #218 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares MSCI KLD 400 Social ETF position peaked at $215K in Q2 2022.
561 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.