Ritholtz Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ritholtz Wealth Management’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	$281K	Buy	1,974 +301	+18%	+$41.3K	﹤0.01%	1083
2026 Q1	$203K	Sell	1,673 -735	-31%	-$94K	﹤0.01%	1131
2025 Q4	$310K	Sell	2,408 -295	-11%	-$37.7K	0.01%	882
2025 Q3	$340K	Buy	+2,703	New	+$327K	0.01%	799

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

Ritholtz Wealth Management's DSI Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 18% in Q2 2026, buying an estimated $41.3K and bringing the position to 1,974 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Ritholtz Wealth Management first reported a position in DSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $340K in Q3 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Ritholtz Wealth Management held 1,974 shares of iShares MSCI KLD 400 Social ETF worth $281K as of Q2 2026.
Ritholtz Wealth Management bought 301 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $41.3K.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1083 holding.
Ritholtz Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and has held it in 4 quarters since.
Ritholtz Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $340K in Q3 2025.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.