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

StoneX 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	$234K	Sell	1,640 -1,479	-47%	-$203K	0.01%	998
2026 Q1	$378K	Buy	3,119 +1,520	+95%	+$194K	0.02%	494
2025 Q4	$206K	Sell	1,599 -415	-21%	-$53K	0.01%	868
2025 Q3	$254K	Buy	+2,014	New	+$244K	0.01%	752
2025 Q2	–	Sell	-3,515	Closed	-$360K	–	912
2025 Q1	$360K	Buy	+3,515	New	+$383K	0.02%	562
2024 Q4	–	Sell	-2,145	Closed	-$233K	–	878
2024 Q3	$233K	Buy	+2,145	New	+$225K	0.02%	547

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

StoneX Group's DSI Position: Q2 2026 in Review

StoneX Group reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 47% in Q2 2026, selling an estimated $203K and leaving 1,640 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #998.

StoneX Group first reported a position in DSI in Q3 2024 and has held it in 6 quarters since. The position peaked at $378K in Q1 2026. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

StoneX Group held 1,640 shares of iShares MSCI KLD 400 Social ETF worth $234K as of Q2 2026.
StoneX Group sold 1,479 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $203K.
iShares MSCI KLD 400 Social ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #998 holding.
StoneX Group first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 6 quarters since.
StoneX Group's iShares MSCI KLD 400 Social ETF position peaked at $378K in Q1 2026.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.