Tennessee Valley Asset Management Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
IAS
NAMM
GRP
Tennessee Valley Asset Management Partners's DSI Position: Q2 2026 in Review
Tennessee Valley Asset Management Partners increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.11% in Q2 2026, buying an estimated $548 and bringing the position to 3,591 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #133.
Tennessee Valley Asset Management Partners first reported a position in DSI in Q3 2023 and has held it in 11 quarters since. The position peaked at $552K in Q4 2023. 496 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Tennessee Valley Asset Management Partners held 3,591 shares of iShares MSCI KLD 400 Social ETF worth $511K as of Q2 2026.
- Tennessee Valley Asset Management Partners bought 4 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $548.
- iShares MSCI KLD 400 Social ETF made up 0.06% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #133 holding.
- Tennessee Valley Asset Management Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2023 and has held it in 11 quarters since.
- Tennessee Valley Asset Management Partners's iShares MSCI KLD 400 Social ETF position peaked at $552K in Q4 2023.
- 496 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.