Retirement Income Solutions’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Retirement Income Solutions’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	$532K	Hold	4,392	–	–	0.09%	88
2026 Q1	$532K	Hold	4,392	–	–	0.09%	88
2025 Q4	$566K	Hold	4,392	–	–	0.1%	84
2025 Q3	$553K	Hold	4,392	–	–	0.09%	84
2025 Q2	$510K	Sell	4,392 -1,365	-24%	-$145K	0.09%	84
2025 Q1	$590K	Hold	5,757	–	–	0.12%	68
2024 Q4	$635K	Hold	5,757	–	–	0.13%	61
2024 Q3	$626K	Hold	5,757	–	–	0.14%	65
2024 Q2	$598K	Sell	5,757 -7,612	-57%	-$762K	0.14%	65
2024 Q1	$1.35M	Hold	13,369	–	–	0.31%	39
2023 Q4	$1.22M	Hold	13,369	–	–	0.3%	40
2023 Q3	$1.09M	Hold	13,369	–	–	0.3%	39
2023 Q2	$1.13M	Buy	13,369 +1,835	+16%	+$146K	0.3%	41
2023 Q1	$900K	Sell	11,534 -618	-5%	-$46.7K	0.26%	49
2022 Q4	$872K	Sell	12,152 -172	-1%	-$12.4K	0.28%	48
2022 Q3	$837K	Hold	12,324	–	–	0.3%	43
2022 Q2	$886K	Buy	12,324 +1,989	+19%	+$155K	0.32%	39
2022 Q1	$895K	Buy	10,335 +4,950	+92%	+$425K	0.25%	39
2021 Q4	$500K	Buy	5,385 +2,905	+117%	+$262K	0.13%	66
2021 Q3	$206K	Hold	2,480	–	–	0.07%	94
2021 Q2	$205K	Buy	+2,480	New	+$200K	0.07%	97

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

Retirement Income Solutions's DSI Position: Q2 2026 in Review

Retirement Income Solutions held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 4,392 shares worth $532K. The position accounts for 0.09% of the portfolio, ranked #88.

Retirement Income Solutions first reported a position in DSI in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.35M in Q1 2024. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Retirement Income Solutions held 4,392 shares of iShares MSCI KLD 400 Social ETF worth $532K as of Q2 2026.
Retirement Income Solutions left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.09% of Retirement Income Solutions's portfolio in Q2 2026, its #88 holding.
Retirement Income Solutions first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2021 and has held it in 21 quarters since.
Retirement Income Solutions's iShares MSCI KLD 400 Social ETF position peaked at $1.35M in Q1 2024.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.