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

Rollins Financial 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
2026 Q1	$750K	Buy	6,185 +150	+2%	+$19.2K	0.12%	78
2025 Q4	$777K	Hold	6,035	–	–	0.11%	73
2025 Q3	$760K	Hold	6,035	–	–	0.12%	71
2025 Q2	$701K	Hold	6,035	–	–	0.11%	70
2025 Q1	$618K	Hold	6,035	–	–	0.11%	71
2024 Q4	$665K	Hold	6,035	–	–	0.1%	68
2024 Q3	$657K	Hold	6,035	–	–	0.11%	68
2024 Q2	$627K	Hold	6,035	–	–	0.11%	69
2024 Q1	$608K	Hold	6,035	–	–	0.11%	67
2023 Q4	$549K	Buy	+6,035	New	+$512K	0.11%	62

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rollins Financial Advisors's DSI Position: Q1 2026 in Review

Rollins Financial Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 2.5% in Q1 2026, buying an estimated $19.2K and bringing the position to 6,185 shares worth $750K. The position accounts for 0.12% of the portfolio, ranked #78.

Rollins Financial Advisors first reported a position in DSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $777K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Rollins Financial Advisors held 6,185 shares of iShares MSCI KLD 400 Social ETF worth $750K as of Q1 2026.
Rollins Financial Advisors bought 150 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $19.2K.
iShares MSCI KLD 400 Social ETF made up 0.12% of Rollins Financial Advisors's portfolio in Q1 2026, its #78 holding.
Rollins Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's iShares MSCI KLD 400 Social ETF position peaked at $777K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.