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

Sovran Advisors’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 		$1.58M Buy
11,417
+466
+4% +$63.9K 0.12% 194
2026
Q1 		$1.49M Buy
10,951
+1,055
+11% +$135K 0.12% 183
2025
Q4 		$1.3M Buy
9,896
+2,335
+31% +$298K 0.11% 194
2025
Q3 		$981K Buy
7,561
+2,667
+54% +$322K 0.09% 218
2025
Q2 		$571K Buy
4,894
+2,166
+79% +$231K 0.06% 295
2025
Q1 		$264K Buy
2,728
+791
+41% +$86.3K 0.03% 401
2024
Q4 		$212K Buy
+1,937
New +$216K 0.03% 398

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

Sovran Advisors's DSI Position: Q2 2026 in Review

Sovran Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 4.3% in Q2 2026, buying an estimated $63.9K and bringing the position to 11,417 shares worth $1.58M. The position accounts for 0.12% of the portfolio, ranked #194.

Sovran Advisors first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Sovran Advisors held 11,417 shares of iShares MSCI KLD 400 Social ETF worth $1.58M as of Q2 2026.
  • Sovran Advisors bought 466 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $63.9K.
  • iShares MSCI KLD 400 Social ETF made up 0.12% of Sovran Advisors's portfolio in Q2 2026, its #194 holding.
  • Sovran Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.