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

Rise 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
2025 Q4	–	Sell	-1,333	Closed	-$168K	–	481
2025 Q3	$168K	Buy	1,333 +3	+0.2%	+$363	0.06%	114
2025 Q2	$155K	Buy	1,330 +3	+0.2%	+$319	0.06%	111
2025 Q1	$136K	Buy	1,327 +3	+0.2%	+$327	0.06%	118
2024 Q4	$146K	Buy	1,324 +4	+0.3%	+$447	0.07%	107
2024 Q3	$144K	Buy	1,320 +4	+0.3%	+$419	0.07%	115
2024 Q2	$137K	Buy	1,316 +3	+0.2%	+$300	0.07%	118
2024 Q1	$132K	Buy	1,313 +3	+0.2%	+$287	0.07%	121
2023 Q4	$119K	Buy	1,310 +189	+17%	+$16K	0.08%	92
2023 Q3	$91.2K	Hold	1,121	–	–	0.07%	98
2023 Q2	$94.3K	Buy	1,121 +3	+0.3%	+$238	0.07%	106
2023 Q1	$87.2K	Buy	1,118 +4	+0.4%	+$302	0.07%	112
2022 Q4	$80K	Buy	1,114 +4	+0.4%	+$287	0.06%	120
2022 Q3	$74K	Buy	1,110 +5	+0.5%	+$375	0.06%	116
2022 Q2	$79K	Buy	1,105 +3	+0.3%	+$234	0.08%	106
2022 Q1	$95K	Buy	1,102 +3	+0.3%	+$257	0.09%	102
2021 Q4	$102K	Buy	+1,099	New	+$99.1K	0.1%	98

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rise Advisors's DSI Position: Q4 2025 in Review

Rise Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2025, closing a stake of 1,333 shares — an estimated $168K sold.

Rise Advisors first reported a position in DSI in Q4 2021 and held it in 16 quarters. The position peaked at $168K in Q3 2025. 616 funds tracked by Wall St. Rank hold DSI as of Q4 2025.

Rise Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,333 iShares MSCI KLD 400 Social ETF shares in Q4 2025, an estimated $168K.
Rise Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares MSCI KLD 400 Social ETF position peaked at $168K in Q3 2025.
616 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.