Smartleaf Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Smartleaf Asset Management’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	$250K	Hold	1,774	–	–	0.01%	743
2026 Q1	$208K	Sell	1,774 -1,065	-38%	-$136K	0.01%	769
2025 Q4	$368K	Buy	2,839 +428	+18%	+$54.7K	0.01%	598
2025 Q3	$302K	Hold	2,411	–	–	0.02%	601
2025 Q2	$279K	Sell	2,411 -120	-5%	-$12.8K	0.02%	500
2025 Q1	$258K	Hold	2,531	–	–	0.02%	501
2024 Q4	$281K	Hold	2,531	–	–	0.03%	452
2024 Q3	$275K	Sell	2,531 -304	-11%	-$31.9K	0.03%	410
2024 Q2	$296K	Sell	2,835 -131	-4%	-$13.1K	0.05%	312
2024 Q1	$299K	Hold	2,966	–	–	0.06%	283
2023 Q4	$271K	Buy	+2,966	New	+$252K	0.07%	271

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

Smartleaf Asset Management's DSI Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1,774 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #743.

Smartleaf Asset Management first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $368K in Q4 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Smartleaf Asset Management held 1,774 shares of iShares MSCI KLD 400 Social ETF worth $250K as of Q2 2026.
Smartleaf Asset Management left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #743 holding.
Smartleaf Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares MSCI KLD 400 Social ETF position peaked at $368K in Q4 2025.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.