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

Tilson Financial 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 		$284K Hold
1,998
– – 0.08% 75
2026
Q1 		$242K Hold
1,998
– – 0.07% 74
2025
Q4 		$257K Hold
1,998
– – 0.08% 74
2025
Q3 		$252K Hold
1,998
– – 0.08% 70
2025
Q2 		$232K Hold
1,998
– – 0.09% 68
2025
Q1 		$205K Hold
1,998
– – 0.08% 71
2024
Q4 		$220K Hold
1,998
– – 0.09% 67
2024
Q3 		$217K Buy
+1,998
New +$209K 0.09% 72
2024
Q2 		– Sell
-1,998
Closed -$201K – 42
2024
Q1 		$201K Buy
+1,998
New +$191K 0.11% 69

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

Tilson Financial Group's DSI Position: Q2 2026 in Review

Tilson Financial Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 1,998 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #75.

Tilson Financial Group first reported a position in DSI in Q1 2024 and has held it in 9 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Tilson Financial Group held 1,998 shares of iShares MSCI KLD 400 Social ETF worth $284K as of Q2 2026.
  • Tilson Financial Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.08% of Tilson Financial Group's portfolio in Q2 2026, its #75 holding.
  • Tilson Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 9 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.