S.A. Mason’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

S.A. Mason’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	$734K	Buy	5,153 +4	+0.1%	+$548	0.23%	97
2026 Q1	$624K	Sell	5,149 -181	-3%	-$23.1K	0.23%	99
2025 Q4	$687K	Buy	5,330 +678	+15%	+$86.6K	0.27%	89
2025 Q3	$586K	Buy	4,652 +1	+0%	+$121	0.26%	89
2025 Q2	$540K	Buy	+4,651	New	+$495K	0.26%	86
2020 Q2	–	Sell	-200	Closed	-$10K	–	312
2020 Q1	$10K	Hold	200	–	–	0.01%	312
2019 Q4	$12K	Buy	+200	New	+$11.5K	0.01%	331

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

S.A. Mason's DSI Position: Q2 2026 in Review

S.A. Mason increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.08% in Q2 2026, buying an estimated $548 and bringing the position to 5,153 shares worth $734K. The position accounts for 0.23% of the portfolio, ranked #97.

S.A. Mason first reported a position in DSI in Q4 2019 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

S.A. Mason held 5,153 shares of iShares MSCI KLD 400 Social ETF worth $734K as of Q2 2026.
S.A. Mason bought 4 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $548.
iShares MSCI KLD 400 Social ETF made up 0.23% of S.A. Mason's portfolio in Q2 2026, its #97 holding.
S.A. Mason first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.