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

TritonPoint 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	$269K	Sell	1,890 -200	-10%	-$27.4K	0.03%	249
2026 Q1	$253K	Hold	2,090	–	–	0.03%	240
2025 Q4	$269K	Hold	2,090	–	–	0.03%	230
2025 Q3	$263K	Hold	2,090	–	–	0.02%	307
2025 Q2	$243K	Hold	2,090	–	–	0.02%	313
2025 Q1	$214K	Hold	2,090	–	–	0.02%	331
2024 Q4	$230K	Hold	2,090	–	–	0.02%	309
2024 Q3	$227K	Buy	+2,090	New	+$219K	0.02%	309

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

TritonPoint Wealth's DSI Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 9.6% in Q2 2026, selling an estimated $27.4K and leaving 1,890 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #249.

TritonPoint Wealth first reported a position in DSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $269K in Q4 2025. 637 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

TritonPoint Wealth held 1,890 shares of iShares MSCI KLD 400 Social ETF worth $269K as of Q2 2026.
TritonPoint Wealth sold 200 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $27.4K.
iShares MSCI KLD 400 Social ETF made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #249 holding.
TritonPoint Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2024 and has held it in 8 quarters since.
TritonPoint Wealth's iShares MSCI KLD 400 Social ETF position peaked at $269K in Q4 2025.
637 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.