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

Regal 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 		$1.27M Sell
8,928
-236
-3% -$32.3K 0.07% 275
2026
Q1 		$1.11M Sell
9,164
-1,072
-10% -$137K 0.06% 271
2025
Q4 		$1.32M Sell
10,236
-424
-4% -$54.2K 0.08% 238
2025
Q3 		$1.34M Sell
10,660
-160
-1% -$19.3K 0.09% 220
2025
Q2 		$1.26M Sell
10,820
-726
-6% -$77.3K 0.09% 206
2025
Q1 		$1.18M Buy
11,546
+799
+7% +$87.2K 0.1% 198
2024
Q4 		$1.18M Sell
10,747
-1,100
-9% -$123K 0.09% 208
2024
Q3 		$1.29M Buy
11,847
+139
+1% +$14.6K 0.09% 217
2024
Q2 		$1.22M Buy
11,708
+90
+0.8% +$9.01K 0.08% 231
2024
Q1 		$1.17M Sell
11,618
-221
-2% -$21.1K 0.08% 230
2023
Q4 		$1.08M Buy
11,839
+1,103
+10% +$93.6K 0.08% 215
2023
Q3 		$874K Sell
10,736
-20
-0.2% -$1.7K 0.07% 223
2023
Q2 		$905K Buy
10,756
+100
+0.9% +$7.95K 0.08% 213
2023
Q1 		$831K Sell
10,656
-3,098
-23% -$234K 0.07% 213
2022
Q4 		$987K Sell
13,754
-3,761
-21% -$270K 0.1% 190
2022
Q3 		$1.17M Buy
17,515
+4,525
+35% +$340K 0.12% 160
2022
Q2 		$934K Buy
12,990
+2,758
+27% +$215K 0.1% 200
2022
Q1 		$886K Buy
10,232
+3,934
+62% +$337K 0.08% 230
2021
Q4 		$585K Buy
6,298
+1,151
+22% +$104K 0.05% 309
2021
Q3 		$428K Sell
5,147
-1,608
-24% -$137K 0.04% 352
2021
Q2 		$559K Buy
+6,755
New +$544K 0.06% 315
2021
Q1 		– Sell
-7,573
Closed -$542K – 118
2020
Q4 		$542K Buy
+7,573
New +$513K 0.06% 272
2020
Q3 		– Sell
-5,870
Closed -$346K – 45
2020
Q2 		$346K Buy
+5,870
New +$326K 0.06% 220
2015
Q4 		– Sell
-1,324
Closed -$46K – 422
2015
Q3 		$46K Buy
+1,324
New +$49.6K 0.01% 437

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 22.96% 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

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

Regal Investment Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.6% in Q2 2026, selling an estimated $32.3K and leaving 8,928 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #275.

Regal Investment Advisors first reported a position in DSI in Q3 2015 and has held it in 24 quarters since. The position peaked at $1.34M in Q3 2025. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Regal Investment Advisors held 8,928 shares of iShares MSCI KLD 400 Social ETF worth $1.27M as of Q2 2026.
  • Regal Investment Advisors sold 236 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $32.3K.
  • iShares MSCI KLD 400 Social ETF made up 0.07% of Regal Investment Advisors's portfolio in Q2 2026, its #275 holding.
  • Regal Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2015 and has held it in 24 quarters since.
  • Regal Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.34M in Q3 2025.
  • 632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.