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Romano Brothers & Co’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Romano Brothers & Co’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 		$1.17M Sell
8,235
-75
-0.9% -$10.3K 0.12% 162
2026
Q1 		$1.01M Sell
8,310
-235
-3% -$30K 0.11% 165
2025
Q4 		$1.1M Sell
8,545
-35
-0.4% -$4.47K 0.13% 152
2025
Q3 		$1.08M Hold
8,580
– – 0.12% 155
2025
Q2 		$997K Sell
8,580
-102
-1% -$10.9K 0.12% 157
2025
Q1 		$889K Buy
8,682
+602
+7% +$65.7K 0.12% 169
2024
Q4 		$891K Sell
8,080
-20
-0.2% -$2.23K 0.11% 170
2024
Q3 		$881K Hold
8,100
– – 0.11% 171
2024
Q2 		$841K Buy
8,100
+750
+10% +$75K 0.12% 164
2024
Q1 		$741K Hold
7,350
– – 0.1% 175
2023
Q4 		$669K Sell
7,350
-100
-1% -$8.48K 0.1% 171
2023
Q3 		$607K Sell
7,450
-250
-3% -$21.2K 0.09% 181
2023
Q2 		$648K Sell
7,700
-2,400
-24% -$191K 0.1% 177
2023
Q1 		$788K Buy
10,100
+150
+2% +$11.3K 0.12% 162
2022
Q4 		$714K Hold
9,950
– – 0.11% 166
2022
Q3 		$666K Buy
+9,950
New +$747K 0.11% 169

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

Romano Brothers & Co's DSI Position: Q2 2026 in Review

Romano Brothers & Co reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.9% in Q2 2026, selling an estimated $10.3K and leaving 8,235 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #162.

Romano Brothers & Co first reported a position in DSI in Q3 2022 and has held it in 16 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Romano Brothers & Co held 8,235 shares of iShares MSCI KLD 400 Social ETF worth $1.17M as of Q2 2026.
  • Romano Brothers & Co sold 75 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $10.3K.
  • iShares MSCI KLD 400 Social ETF made up 0.12% of Romano Brothers & Co's portfolio in Q2 2026, its #162 holding.
  • Romano Brothers & Co first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2022 and has held it in 16 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.