Sax Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
IAS
Sax Wealth Advisors's DSI Position: Q2 2026 in Review
Sax Wealth Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 5.2% in Q2 2026, selling an estimated $98.3K and leaving 12,961 shares worth $1.57M. The position accounts for 0.06% of the portfolio, ranked #175.
Sax Wealth Advisors first reported a position in DSI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.76M in Q1 2026. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Sax Wealth Advisors held 12,961 shares of iShares MSCI KLD 400 Social ETF worth $1.57M as of Q2 2026.
- Sax Wealth Advisors sold 717 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $98.3K.
- iShares MSCI KLD 400 Social ETF made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #175 holding.
- Sax Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2024 and has held it in 9 quarters since.
- Sax Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.76M in Q1 2026.
- 638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.