Ritter Daniher Financial Advisory’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ritter Daniher Financial Advisory’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	$356K	Hold	2,500	–	–	0.05%	123
2026 Q1	$303K	Hold	2,500	–	–	0.05%	133
2025 Q4	$322K	Hold	2,500	–	–	0.05%	130
2025 Q3	$315K	Hold	2,500	–	–	0.06%	126
2025 Q2	$290K	Sell	2,500 -500	-17%	-$53.2K	0.07%	73
2025 Q1	$307K	Hold	3,000	–	–	0.08%	71
2024 Q4	$331K	Hold	3,000	–	–	0.09%	64
2024 Q3	$326K	Hold	3,000	–	–	0.09%	64
2024 Q2	$312K	Hold	3,000	–	–	0.1%	61
2024 Q1	$302K	Hold	3,000	–	–	0.1%	63
2023 Q4	$273K	Hold	3,000	–	–	0.1%	64
2023 Q3	$244K	Hold	3,000	–	–	0.1%	60
2023 Q2	$253K	Hold	3,000	–	–	0.1%	63
2023 Q1	$234K	Hold	3,000	–	–	0.1%	63
2022 Q4	$215K	Hold	3,000	–	–	0.1%	69
2022 Q3	$201K	Hold	3,000	–	–	0.14%	66
2022 Q2	$216K	Hold	3,000	–	–	0.15%	60
2022 Q1	$260K	Hold	3,000	–	–	0.18%	52
2021 Q4	$279K	Hold	3,000	–	–	0.19%	49
2021 Q3	$250K	Hold	3,000	–	–	0.18%	51
2021 Q2	$248K	Hold	3,000	–	–	0.18%	49
2021 Q1	$229K	Hold	3,000	–	–	0.18%	48
2020 Q4	$215K	Buy	+3,000	New	+$203K	0.19%	48

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

Ritter Daniher Financial Advisory's DSI Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 2,500 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #123.

Ritter Daniher Financial Advisory first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Ritter Daniher Financial Advisory held 2,500 shares of iShares MSCI KLD 400 Social ETF worth $356K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.05% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #123 holding.
Ritter Daniher Financial Advisory first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.