SPIA
DSI icon

Strategic Point Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Strategic Point Investment 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 		$8.14M Buy
57,179
+992
+2% +$136K 1.06% 18
2026
Q1 		$6.81M Sell
56,187
-2,314
-4% -$296K 0.99% 18
2025
Q4 		$7.54M Sell
58,501
-1,175
-2% -$150K 1.04% 19
2025
Q3 		$7.52M Buy
59,676
+225
+0.4% +$27.2K 1.08% 19
2025
Q2 		$6.91M Sell
59,451
-4,220
-7% -$449K 1.07% 19
2025
Q1 		$6.52M Sell
63,671
-490
-0.8% -$53.5K 1.09% 19
2024
Q4 		$7.07M Buy
64,161
+46
+0.1% +$5.14K 1.15% 19
2024
Q3 		$6.98M Sell
64,115
-295
-0.5% -$30.9K 1.15% 19
2024
Q2 		$6.69M Sell
64,410
-280
-0.4% -$28K 1.2% 18
2024
Q1 		$6.52M Sell
64,690
-1,505
-2% -$144K 1.18% 18
2023
Q4 		$6.03M Buy
66,195
+1,662
+3% +$141K 1.16% 19
2023
Q3 		$5.25M Buy
64,533
+1,445
+2% +$123K 1.12% 21
2023
Q2 		$5.31M Sell
63,088
-2,045
-3% -$163K 1.09% 21
2023
Q1 		$5.08M Buy
65,133
+695
+1% +$52.5K 1.13% 21
2022
Q4 		$4.63M Buy
64,438
+538
+0.8% +$38.7K 1.11% 21
2022
Q3 		$4.28M Buy
63,900
+440
+0.7% +$33K 1.2% 20
2022
Q2 		$4.56M Buy
63,460
+4,645
+8% +$362K 1.27% 19
2022
Q1 		$5.09M Buy
58,815
+4,160
+8% +$357K 1.16% 19
2021
Q4 		$5.08M Buy
54,655
+1,662
+3% +$150K 1.15% 17
2021
Q3 		$4.41M Buy
52,993
+584
+1% +$49.9K 1.08% 18
2021
Q2 		$4.34M Buy
52,409
+373
+0.7% +$30K 1.06% 18
2021
Q1 		$3.97M Buy
52,036
+6,414
+14% +$475K 1.05% 17
2020
Q4 		$3.29M Buy
45,622
+2,720
+6% +$184K 0.91% 17
2020
Q3 		$2.75M Buy
42,902
+3,736
+10% +$236K 0.87% 15
2020
Q2 		$2.43M Buy
39,166
+1,992
+5% +$111K 0.8% 15
2020
Q1 		$1.81M Buy
37,174
+710
+2% +$40.8K 0.78% 16
2019
Q4 		$2.19M Buy
36,464
+6,098
+20% +$350K 0.8% 16
2019
Q3 		$1.68M Buy
+30,366
New +$1.68M 0.66% 16

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

Strategic Point Investment Advisors's DSI Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.8% in Q2 2026, buying an estimated $136K and bringing the position to 57,179 shares worth $8.14M. The position accounts for 1.06% of the portfolio, ranked #18.

Strategic Point Investment Advisors first reported a position in DSI in Q3 2019 and has held it in 28 quarters since. 632 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Strategic Point Investment Advisors held 57,179 shares of iShares MSCI KLD 400 Social ETF worth $8.14M as of Q2 2026.
  • Strategic Point Investment Advisors bought 992 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $136K.
  • iShares MSCI KLD 400 Social ETF made up 1.06% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Strategic Point Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2019 and has held it in 28 quarters since.
  • 632 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.