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

SignatureFD’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	$21.7K	Buy	153 +1	+0.7%	+$137	﹤0.01%	2306
2026 Q1	$18.5K	Hold	152	–	–	﹤0.01%	2232
2025 Q4	$19.6K	Hold	152	–	–	﹤0.01%	2129
2025 Q3	$19.1K	Hold	152	–	–	﹤0.01%	2131
2025 Q2	$17.7K	Hold	152	–	–	﹤0.01%	2100
2025 Q1	$15.6K	Hold	152	–	–	﹤0.01%	2184
2024 Q4	$16.8K	Buy	+152	New	+$17K	﹤0.01%	2144

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

SignatureFD's DSI Position: Q2 2026 in Review

SignatureFD increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.66% in Q2 2026, buying an estimated $137 and bringing the position to 153 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

SignatureFD first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

SignatureFD held 153 shares of iShares MSCI KLD 400 Social ETF worth $21.7K as of Q2 2026.
SignatureFD bought 1 iShares MSCI KLD 400 Social ETF share in Q2 2026, an estimated $137.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2306 holding.
SignatureFD first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.