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

Pitcairn 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	$4.06M	Sell	28,513 -13	-0%	-$1.78K	0.44%	35
2026 Q1	$3.68M	Hold	28,526	–	–	0.34%	39
2025 Q4	$3.68M	Buy	+28,526	New	+$3.64M	0.33%	41

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

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

Pitcairn Wealth Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.05% in Q2 2026, selling an estimated $1.78K and leaving 28,513 shares worth $4.06M. The position accounts for 0.44% of the portfolio, ranked #35.

Pitcairn Wealth Advisors first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Pitcairn Wealth Advisors held 28,513 shares of iShares MSCI KLD 400 Social ETF worth $4.06M as of Q2 2026.
Pitcairn Wealth Advisors sold 13 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $1.78K.
iShares MSCI KLD 400 Social ETF made up 0.44% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Pitcairn Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.