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

Stanich 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	$3.28M	Sell	23,005 -146	-0.6%	-$20K	2.06%	7
2026 Q1	$2.81M	Sell	23,151 -63	-0.3%	-$8.05K	2.14%	7
2025 Q4	$2.99M	Sell	23,214 -53	-0.2%	-$6.77K	2.26%	7
2025 Q3	$2.93M	Sell	23,267 -74	-0.3%	-$8.95K	1.79%	11
2025 Q2	$2.74M	Sell	23,341 -57	-0.2%	-$6.07K	2.46%	6
2025 Q1	$2.4M	Sell	23,398 -264	-1%	-$28.8K	1.77%	11
2024 Q4	$2.61M	Buy	+23,662	New	+$2.64M	1.95%	11

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

Stanich Group's DSI Position: Q2 2026 in Review

Stanich Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.63% in Q2 2026, selling an estimated $20K and leaving 23,005 shares worth $3.28M. The position accounts for 2.06% of the portfolio, ranked #7.

Stanich Group first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Stanich Group held 23,005 shares of iShares MSCI KLD 400 Social ETF worth $3.28M as of Q2 2026.
Stanich Group sold 146 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $20K.
iShares MSCI KLD 400 Social ETF made up 2.06% of Stanich Group's portfolio in Q2 2026, its #7 holding.
Stanich Group first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.