SHJ
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Sharkey, Howes & Javer’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sharkey, Howes & Javer’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 		$2.98M Sell
20,930
-1,361
-6% -$187K 0.36% 44
2026
Q1 		$2.7M Sell
22,291
-2,525
-10% -$323K 0.36% 43
2025
Q4 		$3.2M Buy
24,816
+214
+0.9% +$27.3K 0.41% 42
2025
Q3 		$3.1M Buy
24,602
+47
+0.2% +$5.68K 0.4% 45
2025
Q2 		$2.85M Sell
24,555
-448
-2% -$47.7K 0.38% 51
2025
Q1 		$2.56M Sell
25,003
-316
-1% -$34.5K 0.37% 56
2024
Q4 		$2.79M Sell
25,319
-921
-4% -$103K 0.39% 53
2024
Q3 		$2.85M Sell
26,240
-4,001
-13% -$419K 0.41% 48
2024
Q2 		$3.14M Sell
30,241
-656
-2% -$65.6K 0.51% 34
2024
Q1 		$3.11M Sell
30,897
-1,146
-4% -$110K 0.51% 34
2023
Q4 		$2.92M Buy
32,043
+3,606
+13% +$306K 0.51% 31
2023
Q3 		$2.32M Buy
28,437
+1,329
+5% +$113K 0.44% 39
2023
Q2 		$2.28M Sell
27,108
-37,783
-58% -$3M 0.43% 34
2023
Q1 		$5.06M Sell
64,891
-3,233
-5% -$244K 1.09% 19
2022
Q4 		$4.89M Sell
68,124
-11,778
-15% -$847K 1.12% 19
2022
Q3 		$5.35M Buy
79,902
+16,303
+26% +$1.22M 1.17% 19
2022
Q2 		$4.57M Buy
63,599
+24,260
+62% +$1.89M 1.11% 18
2022
Q1 		$3.41M Buy
39,339
+25,473
+184% +$2.18M 0.78% 24
2021
Q4 		$1.29M Buy
+13,866
New +$1.25M 0.29% 43
2021
Q3 		– Sell
-3,920
Closed -$325K – 78
2021
Q2 		$325K Sell
3,920
-3,169
-45% -$255K 0.09% 64
2021
Q1 		$541K Buy
7,089
+1,895
+36% +$140K 0.17% 53
2020
Q4 		$372K Buy
+5,194
New +$352K 0.12% 56

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

Sharkey, Howes & Javer's DSI Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 6.1% in Q2 2026, selling an estimated $187K and leaving 20,930 shares worth $2.98M. The position accounts for 0.36% of the portfolio, ranked #44.

Sharkey, Howes & Javer first reported a position in DSI in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.35M in Q3 2022. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Sharkey, Howes & Javer held 20,930 shares of iShares MSCI KLD 400 Social ETF worth $2.98M as of Q2 2026.
  • Sharkey, Howes & Javer sold 1,361 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $187K.
  • iShares MSCI KLD 400 Social ETF made up 0.36% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #44 holding.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 22 quarters since.
  • Sharkey, Howes & Javer's iShares MSCI KLD 400 Social ETF position peaked at $5.35M in Q3 2022.
  • 632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.