Transamerica Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Transamerica Financial Advisors’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	$255K	Buy	1,788 +877	+96%	+$120K	0.02%	385
2026 Q1	$110K	Buy	911 +44	+5%	+$5.63K	0.01%	505
2025 Q4	$112K	Buy	867 +454	+110%	+$58K	0.01%	440
2025 Q3	$51.9K	Buy	+413	New	+$49.9K	﹤0.01%	480

Other funds holding DSI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Transamerica Financial Advisors's DSI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 96% in Q2 2026, buying an estimated $120K and bringing the position to 1,788 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #385.

Transamerica Financial Advisors first reported a position in DSI in Q3 2025 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Transamerica Financial Advisors held 1,788 shares of iShares MSCI KLD 400 Social ETF worth $255K as of Q2 2026.
Transamerica Financial Advisors bought 877 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $120K.
iShares MSCI KLD 400 Social ETF made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #385 holding.
Transamerica Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2025 and has held it in 4 quarters since.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.