OneDigital Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

OneDigital Investment 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
2026 Q2	$625K	Buy	4,392 +140	+3%	+$19.2K	0.01%	940
2026 Q1	$515K	Buy	4,252 +671	+19%	+$85.8K	0.01%	936
2025 Q4	$461K	Buy	3,581 +13	+0.4%	+$1.66K	﹤0.01%	986
2025 Q3	$449K	Sell	3,568 -9	-0.3%	-$1.09K	﹤0.01%	982
2025 Q2	$416K	Sell	3,577 -630	-15%	-$67.1K	﹤0.01%	986
2025 Q1	$431K	Sell	4,207 -594	-12%	-$64.8K	0.01%	914
2024 Q4	$529K	Sell	4,801 -557	-10%	-$62.2K	0.01%	866
2024 Q3	$583K	Sell	5,358 -15,644	-74%	-$1.64M	0.01%	881
2024 Q2	$2.18M	Buy	+21,002	New	+$2.1M	0.03%	400

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

OneDigital Investment Advisors's DSI Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.3% in Q2 2026, buying an estimated $19.2K and bringing the position to 4,392 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #940.

OneDigital Investment Advisors first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.18M in Q2 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

OneDigital Investment Advisors held 4,392 shares of iShares MSCI KLD 400 Social ETF worth $625K as of Q2 2026.
OneDigital Investment Advisors bought 140 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $19.2K.
iShares MSCI KLD 400 Social ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #940 holding.
OneDigital Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $2.18M in Q2 2024.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.