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

Sanctuary 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 Q2	$3.72M	Sell	26,144 -381	-1%	-$52.2K	0.02%	717
2026 Q1	$3.21M	Sell	26,525 -1,936	-7%	-$248K	0.02%	714
2025 Q4	$3.67M	Sell	28,461 -260	-0.9%	-$33.2K	0.02%	645
2025 Q3	$3.62M	Buy	28,721 +702	+3%	+$84.9K	0.02%	641
2025 Q2	$3.25M	Sell	28,019 -1,421	-5%	-$151K	0.02%	649
2025 Q1	$3.01M	Buy	29,440 +272	+0.9%	+$29.7K	0.02%	629
2024 Q4	$3.29M	Sell	29,168 -948	-3%	-$106K	0.02%	670
2024 Q3	$3.42M	Sell	30,116 -5,993	-17%	-$628K	0.02%	653
2024 Q2	$3.53M	Buy	+36,109	New	+$3.61M	0.03%	582

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

Sanctuary Advisors's DSI Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.4% in Q2 2026, selling an estimated $52.2K and leaving 26,144 shares worth $3.72M. The position accounts for 0.02% of the portfolio, ranked #717.

Sanctuary Advisors first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Sanctuary Advisors held 26,144 shares of iShares MSCI KLD 400 Social ETF worth $3.72M as of Q2 2026.
Sanctuary Advisors sold 381 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $52.2K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #717 holding.
Sanctuary Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.