SFS
DSI icon

Sunrise Financial Services’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Sunrise Financial Services’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 		$16.8K Hold
118
– – 0.01% 190
2026
Q1 		$14.3K Sell
118
-1,741
-94% -$223K 0.01% 205
2025
Q4 		$239K Buy
+1,859
New +$237K 0.18% 47

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

Sunrise Financial Services's DSI Position: Q2 2026 in Review

Sunrise Financial Services held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 118 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #190.

Sunrise Financial Services first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q4 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Sunrise Financial Services held 118 shares of iShares MSCI KLD 400 Social ETF worth $16.8K as of Q2 2026.
  • Sunrise Financial Services left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #190 holding.
  • Sunrise Financial Services first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's iShares MSCI KLD 400 Social ETF position peaked at $239K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.