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

Sovereign 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 		$480K Buy
3,372
+348
+12% +$47.7K 0.07% 229
2026
Q1 		$366K Sell
3,024
-123
-4% -$15.7K 0.06% 253
2025
Q4 		$405K Sell
3,147
-108
-3% -$13.8K 0.07% 221
2025
Q3 		$410K Buy
3,255
+101
+3% +$12.2K 0.08% 215
2025
Q2 		$366K Sell
3,154
-726
-19% -$77.3K 0.08% 223
2025
Q1 		$397K Buy
3,880
+76
+2% +$8.29K 0.09% 192
2024
Q4 		$419K Buy
3,804
+1,764
+86% +$197K 0.1% 193
2024
Q3 		$222K Hold
2,040
– – 0.05% 264
2024
Q2 		$212K Hold
2,040
– – 0.05% 260
2024
Q1 		$206K Buy
+2,040
New +$195K 0.05% 274

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

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

Sovereign Financial Group increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 12% in Q2 2026, buying an estimated $47.7K and bringing the position to 3,372 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #229.

Sovereign Financial Group first reported a position in DSI in Q1 2024 and has held it in 10 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Sovereign Financial Group held 3,372 shares of iShares MSCI KLD 400 Social ETF worth $480K as of Q2 2026.
  • Sovereign Financial Group bought 348 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $47.7K.
  • iShares MSCI KLD 400 Social ETF made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #229 holding.
  • Sovereign Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 10 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.