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Onyx Bridge Wealth Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Onyx Bridge Wealth 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
2026
Q2 		$533K Hold
3,746
– – 0.05% 233
2026
Q1 		$454K Hold
3,746
– – 0.05% 231
2025
Q4 		$483K Sell
3,746
-65
-2% -$8.3K 0.05% 225
2025
Q3 		$480K Sell
3,811
-13,406
-78% -$1.62M 0.05% 221
2025
Q2 		$2M Sell
17,217
-2,190
-11% -$233K 0.26% 72
2025
Q1 		$1.99M Buy
19,407
+1,932
+11% +$211K 0.29% 63
2024
Q4 		$1.93M Buy
17,475
+496
+3% +$55.4K 0.28% 69
2024
Q3 		$1.85M Sell
16,979
-3,103
-15% -$325K 0.28% 71
2024
Q2 		$2.09M Buy
20,082
+1,590
+9% +$159K 0.34% 55
2024
Q1 		$1.81M Buy
18,492
+8,863
+92% +$848K 0.32% 63
2023
Q4 		$877K Sell
9,629
-2,015
-17% -$171K 0.18% 88
2023
Q3 		$948K Buy
11,644
+2,013
+21% +$171K 0.22% 73
2023
Q2 		$811K Buy
9,631
+2,528
+36% +$201K 0.19% 94
2023
Q1 		$554K Buy
7,103
+561
+9% +$42.4K 0.22% 81
2022
Q4 		$476K Sell
6,542
-70
-1% -$5.03K 0.19% 79
2022
Q3 		$439K Buy
6,612
+646
+11% +$48.5K 0.2% 83
2022
Q2 		$447K Buy
5,966
+131
+2% +$10.2K 0.2% 74
2022
Q1 		$464K Buy
5,835
+1,637
+39% +$140K 0.18% 71
2021
Q4 		$392K Buy
+4,198
New +$378K 0.13% 91

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Onyx Bridge Wealth Group's DSI Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 3,746 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #233.

Onyx Bridge Wealth Group first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q2 2024. 231 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Onyx Bridge Wealth Group held 3,746 shares of iShares MSCI KLD 400 Social ETF worth $533K as of Q2 2026.
  • Onyx Bridge Wealth Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #233 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
  • Onyx Bridge Wealth Group's iShares MSCI KLD 400 Social ETF position peaked at $2.09M in Q2 2024.
  • 231 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.