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Richmond Investment Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Richmond Investment Services’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 		– Sell
-2,398
Closed -$291K – 167
2026
Q1 		$291K Sell
2,398
-235
-9% -$30K 0.05% 205
2025
Q4 		$339K Buy
2,633
+118
+5% +$15.1K 0.06% 173
2025
Q3 		$317K Buy
2,515
+664
+36% +$80.3K 0.06% 175
2025
Q2 		$215K Buy
+1,851
New +$197K 0.05% 201

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

Richmond Investment Services's DSI Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 2,398 shares — an estimated $291K sold.

Richmond Investment Services first reported a position in DSI in Q2 2025 and held it in 4 quarters. The position peaked at $339K in Q4 2025. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Richmond Investment Services reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 2,398 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $291K.
  • Richmond Investment Services first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's iShares MSCI KLD 400 Social ETF position peaked at $339K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.