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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Tilson Financial Group's DSI Position: Q1 2026 in Review

Tilson Financial Group held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2026 at 1,998 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #74.

Tilson Financial Group first reported a position in DSI in Q1 2024 and has held it in 8 quarters since. The position peaked at $257K in Q4 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Tilson Financial Group held 1,998 shares of iShares MSCI KLD 400 Social ETF worth $242K as of Q1 2026.
Tilson Financial Group left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.07% of Tilson Financial Group's portfolio in Q1 2026, its #74 holding.
Tilson Financial Group first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2024 and has held it in 8 quarters since.
Tilson Financial Group's iShares MSCI KLD 400 Social ETF position peaked at $257K in Q4 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.