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

Panoramic 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 		$463K Sell
3,250
-451
-12% -$61.8K 0.22% 81
2026
Q1 		$449K Buy
3,701
+1,696
+85% +$217K 0.24% 81
2025
Q4 		$258K Sell
2,005
-11
-0.5% -$1.41K 0.14% 105
2025
Q3 		$254K Buy
+2,016
New +$244K 0.14% 106

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Panoramic Investment Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 12% in Q2 2026, selling an estimated $61.8K and leaving 3,250 shares worth $463K. The position accounts for 0.22% of the portfolio, ranked #81.

Panoramic Investment Advisors first reported a position in DSI in Q3 2025 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Panoramic Investment Advisors held 3,250 shares of iShares MSCI KLD 400 Social ETF worth $463K as of Q2 2026.
  • Panoramic Investment Advisors sold 451 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $61.8K.
  • iShares MSCI KLD 400 Social ETF made up 0.22% of Panoramic Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Panoramic Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

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