Revolve Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Revolve Wealth Partners’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	$2.44M	Sell	17,168 -641	-4%	-$87.8K	0.25%	62
2026 Q1	$2.16M	Sell	17,809 -174	-1%	-$22.2K	0.28%	54
2025 Q4	$2.32M	Buy	17,983 +524	+3%	+$66.9K	0.27%	56
2025 Q3	$2.2M	Sell	17,459 -437	-2%	-$52.8K	0.26%	55
2025 Q2	$2.08M	Buy	17,896 +583	+3%	+$62.1K	0.27%	56
2025 Q1	$1.77M	Buy	17,313 +645	+4%	+$70.4K	0.26%	58
2024 Q4	$1.84M	Buy	16,668 +119	+0.7%	+$13.3K	0.27%	60
2024 Q3	$1.8M	Buy	16,549 +606	+4%	+$63.5K	0.27%	55
2024 Q2	$1.66M	Buy	15,943 +1,653	+12%	+$165K	0.27%	54
2024 Q1	$1.44M	Buy	14,290 +759	+6%	+$72.6K	0.25%	56
2023 Q4	$1.23M	Buy	13,531 +4,203	+45%	+$357K	0.24%	57
2023 Q3	$759K	Buy	9,328 +300	+3%	+$25.4K	0.17%	67
2023 Q2	$760K	Buy	9,028 +834	+10%	+$66.3K	0.18%	65
2023 Q1	$639K	Buy	8,194 +600	+8%	+$45.3K	0.16%	73
2022 Q4	$545K	Buy	7,594 +1,267	+20%	+$91.1K	0.16%	74
2022 Q3	$424K	Buy	6,327 +3,335	+111%	+$250K	0.14%	77
2022 Q2	$215K	Buy	+2,992	New	+$233K	0.07%	126

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

Revolve Wealth Partners's DSI Position: Q2 2026 in Review

Revolve Wealth Partners reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 3.6% in Q2 2026, selling an estimated $87.8K and leaving 17,168 shares worth $2.44M. The position accounts for 0.25% of the portfolio, ranked #62.

Revolve Wealth Partners first reported a position in DSI in Q2 2022 and has held it in 17 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Revolve Wealth Partners held 17,168 shares of iShares MSCI KLD 400 Social ETF worth $2.44M as of Q2 2026.
Revolve Wealth Partners sold 641 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $87.8K.
iShares MSCI KLD 400 Social ETF made up 0.25% of Revolve Wealth Partners's portfolio in Q2 2026, its #62 holding.
Revolve Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2022 and has held it in 17 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.