ZENITH SOLUTIONS, INC.’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

ZENITH SOLUTIONS, INC.’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	$868K	Buy	+6,096	New	+$835K	0.79%	36

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

ZENITH SOLUTIONS, INC.'s DSI Position: Q2 2026 in Review

ZENITH SOLUTIONS, INC. opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 6,096 shares worth $868K. The stake represents 0.79% of the portfolio and ranks #36 among its holdings.

322 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

ZENITH SOLUTIONS, INC. held 6,096 shares of iShares MSCI KLD 400 Social ETF worth $868K as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new ZENITH SOLUTIONS, INC. position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.79% of ZENITH SOLUTIONS, INC.'s portfolio in Q2 2026, its #36 holding.
322 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on ZENITH SOLUTIONS, INC.'s 13F filing for Q2 2026, filed 3 Aug 2026.