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Stratos Wealth Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Stratos Wealth Partners’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 		$341K Buy
2,397
+69
+3% +$9.46K ﹤0.01% 1335
2026
Q1 		$282K Hold
2,328
– – ﹤0.01% 1357
2025
Q4 		$300K Sell
2,328
-2
-0.1% -$255 ﹤0.01% 1288
2025
Q3 		$293K Sell
2,330
-103
-4% -$12.5K ﹤0.01% 1262
2025
Q2 		$283K Sell
2,433
-51
-2% -$5.43K ﹤0.01% 1164
2025
Q1 		$254K Buy
2,484
+17
+0.7% +$1.85K ﹤0.01% 1165
2024
Q4 		$272K Sell
2,467
-4
-0.2% -$447 ﹤0.01% 1189
2024
Q3 		$269K Buy
2,471
+72
+3% +$7.55K ﹤0.01% 1203
2024
Q2 		$249K Hold
2,399
– – ﹤0.01% 1166
2024
Q1 		$242K Sell
2,399
-2
-0.1% -$191 ﹤0.01% 1194
2023
Q4 		$219K Buy
+2,401
New +$204K ﹤0.01% 1233

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

Stratos Wealth Partners's DSI Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 3% in Q2 2026, buying an estimated $9.46K and bringing the position to 2,397 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Stratos Wealth Partners first reported a position in DSI in Q4 2023 and has held it in 11 quarters since. 636 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Stratos Wealth Partners held 2,397 shares of iShares MSCI KLD 400 Social ETF worth $341K as of Q2 2026.
  • Stratos Wealth Partners bought 69 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $9.46K.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1335 holding.
  • Stratos Wealth Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2023 and has held it in 11 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.