Physician Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Physician Wealth 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	$131K	Buy	918 +71	+8%	+$9.73K	0.02%	277
2026 Q1	$103K	Buy	847 +671	+381%	+$85.8K	0.01%	270
2025 Q4	$22.7K	Sell	176 -5	-3%	-$639	﹤0.01%	555
2025 Q3	$22.8K	Hold	181	–	–	﹤0.01%	543
2025 Q2	$21K	Sell	181 -1	-0.5%	-$106	﹤0.01%	502
2025 Q1	$18.6K	Sell	182 -1	-0.5%	-$109	﹤0.01%	500
2024 Q4	$20.2K	Buy	+183	New	+$20.4K	﹤0.01%	508

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Physician Wealth Advisors's DSI Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 8.4% in Q2 2026, buying an estimated $9.73K and bringing the position to 918 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #277.

Physician Wealth Advisors first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Physician Wealth Advisors held 918 shares of iShares MSCI KLD 400 Social ETF worth $131K as of Q2 2026.
Physician Wealth Advisors bought 71 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $9.73K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #277 holding.
Physician Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
322 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.