Topel & Distasi Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Topel & Distasi Wealth Management’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	$3.23M	Buy	22,656 +1	+0%	+$137	1.56%	22
2026 Q1	$2.75M	Sell	22,655 -1,708	-7%	-$218K	1.42%	23
2025 Q4	$3.14M	Sell	24,363 -1,084	-4%	-$138K	1.53%	22
2025 Q3	$3.21M	Sell	25,447 -419	-2%	-$50.7K	1.58%	21
2025 Q2	$3M	Buy	25,866 +899	+4%	+$95.7K	1.58%	23
2025 Q1	$2.56M	Buy	24,967 +4,607	+23%	+$503K	1.19%	25
2024 Q4	$2.24M	Sell	20,360 -155	-0.8%	-$17.3K	0.96%	30
2024 Q3	$2.23M	Buy	20,515 +571	+3%	+$59.9K	0.93%	31
2024 Q2	$2.07M	Sell	19,944 -106	-0.5%	-$10.6K	0.91%	31
2024 Q1	$2.02M	Buy	20,050 +134	+0.7%	+$12.8K	0.89%	31
2023 Q4	$1.81M	Sell	19,916 -796	-4%	-$67.5K	0.86%	33
2023 Q3	$1.69M	Buy	20,712 +1,388	+7%	+$118K	0.88%	33
2023 Q2	$1.63M	Hold	19,324	–	–	0.82%	35
2023 Q1	$1.51M	Buy	19,324 +3,920	+25%	+$296K	0.79%	35
2022 Q4	$1.11M	Buy	15,404 +82	+0.5%	+$5.89K	0.62%	36
2022 Q3	$1.13M	Sell	15,322 -582	-4%	-$43.7K	0.63%	38
2022 Q2	$1.14M	Buy	15,904 +1,030	+7%	+$80.2K	0.66%	36
2022 Q1	$1.29M	Buy	14,874 +1,163	+8%	+$99.7K	0.54%	42
2021 Q4	$1.27M	Buy	+13,711	New	+$1.24M	0.52%	44

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Topel & Distasi Wealth Management's DSI Position: Q2 2026 in Review

Topel & Distasi Wealth Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 0% in Q2 2026, buying an estimated $137 and bringing the position to 22,656 shares worth $3.23M. The position accounts for 1.56% of the portfolio, ranked #22.

Topel & Distasi Wealth Management first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. 634 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Topel & Distasi Wealth Management held 22,656 shares of iShares MSCI KLD 400 Social ETF worth $3.23M as of Q2 2026.
Topel & Distasi Wealth Management bought 1 iShares MSCI KLD 400 Social ETF share in Q2 2026, an estimated $137.
iShares MSCI KLD 400 Social ETF made up 1.56% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #22 holding.
Topel & Distasi Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
634 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.