Phillip James Consulting’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Phillip James Consulting’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 Q3	$12.9K	Buy	+88	New	+$12.7K	0.01%	186

Other funds holding DSI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Phillip James Consulting's DSI Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q3 2026: 88 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings.

571 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Phillip James Consulting held 88 shares of iShares MSCI KLD 400 Social ETF worth $12.9K as of Q3 2026.
iShares MSCI KLD 400 Social ETF was a new Phillip James Consulting position in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Phillip James Consulting's portfolio in Q3 2026, its #186 holding.
571 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.