Sound View Wealth Advisors Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sound View Wealth Advisors 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	$365K	Sell	2,562 -117	-4%	-$16K	0.02%	327
2026 Q1	$325K	Sell	2,679 -15	-0.6%	-$1.92K	0.02%	332
2025 Q4	$347K	Hold	2,694	–	–	0.02%	327
2025 Q3	$339K	Hold	2,694	–	–	0.02%	333
2025 Q2	$313K	Hold	2,694	–	–	0.02%	340
2025 Q1	$276K	Sell	2,694 -847	-24%	-$92.4K	0.02%	348
2024 Q4	$390K	Buy	3,541 +41	+1%	+$4.58K	0.03%	294
2024 Q3	$381K	Buy	+3,500	New	+$367K	0.03%	301

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

Sound View Wealth Advisors Group's DSI Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 4.4% in Q2 2026, selling an estimated $16K and leaving 2,562 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #327.

Sound View Wealth Advisors Group first reported a position in DSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $390K in Q4 2024. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Sound View Wealth Advisors Group held 2,562 shares of iShares MSCI KLD 400 Social ETF worth $365K as of Q2 2026.
Sound View Wealth Advisors Group sold 117 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $16K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #327 holding.
Sound View Wealth Advisors Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 8 quarters since.
Sound View Wealth Advisors Group's iShares MSCI KLD 400 Social ETF position peaked at $390K in Q4 2024.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.