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

Savvy Advisors Inc’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	$1.88M	Buy	13,227 +31	+0.2%	+$4.25K	0.04%	344
2026 Q1	$1.6M	Buy	13,196 +1,653	+14%	+$211K	0.04%	320
2025 Q4	$1.49M	Buy	11,543 +4,753	+70%	+$607K	0.05%	286
2025 Q3	$855K	Sell	6,790 -64	-0.9%	-$7.74K	0.04%	300
2025 Q2	$796K	Buy	6,854 +337	+5%	+$35.9K	0.05%	258
2025 Q1	$667K	Sell	6,517 -229	-3%	-$25K	0.07%	232
2024 Q4	$744K	Buy	6,746 +3,334	+98%	+$372K	0.09%	187
2024 Q3	$371K	Buy	3,412 +112	+3%	+$11.7K	0.08%	222
2024 Q2	$343K	Buy	+3,300	New	+$330K	0.11%	193

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Savvy Advisors Inc's DSI Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.23% in Q2 2026, buying an estimated $4.25K and bringing the position to 13,227 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #344.

Savvy Advisors Inc first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Savvy Advisors Inc held 13,227 shares of iShares MSCI KLD 400 Social ETF worth $1.88M as of Q2 2026.
Savvy Advisors Inc bought 31 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $4.25K.
iShares MSCI KLD 400 Social ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #344 holding.
Savvy Advisors Inc first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.