SNS Financial Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

SNS Financial Group’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	$1.07M	Buy	+7,500	New	+$1.03M	0.02%	288

Other funds holding DSI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NAMM

NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SNS Financial Group's DSI Position: Q2 2026 in Review

SNS Financial Group opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 7,500 shares worth $1.07M. The stake represents 0.02% of the portfolio and ranks #288 among its holdings.

492 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

SNS Financial Group held 7,500 shares of iShares MSCI KLD 400 Social ETF worth $1.07M as of Q2 2026.
iShares MSCI KLD 400 Social ETF was a new SNS Financial Group position in Q2 2026.
iShares MSCI KLD 400 Social ETF made up 0.02% of SNS Financial Group's portfolio in Q2 2026, its #288 holding.
492 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.