TW
DSI icon

Traveka Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Traveka Wealth’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 		$478K Buy
3,360
+437
+15% +$59.9K 0.16% 101
2026
Q1 		$354K Sell
2,923
-219
-7% -$28K 0.14% 112
2025
Q4 		$405K Buy
+3,142
New +$401K 0.16% 105

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NAMM
NorthStar Asset Management (Massachusetts) Boston, Massachusetts $341M AUM 17.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Traveka Wealth's DSI Position: Q2 2026 in Review

Traveka Wealth increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 15% in Q2 2026, buying an estimated $59.9K and bringing the position to 3,360 shares worth $478K. The position accounts for 0.16% of the portfolio, ranked #101.

Traveka Wealth first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Traveka Wealth held 3,360 shares of iShares MSCI KLD 400 Social ETF worth $478K as of Q2 2026.
  • Traveka Wealth bought 437 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $59.9K.
  • iShares MSCI KLD 400 Social ETF made up 0.16% of Traveka Wealth's portfolio in Q2 2026, its #101 holding.
  • Traveka Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.