True Blue Financial’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

True Blue Financial’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	$4.4M	Buy	30,923 +421	+1%	+$57.7K	1.86%	20
2026 Q1	$3.7M	Sell	30,502 -2	-0%	-$256	2.91%	12
2025 Q4	$3.93M	Buy	+30,504	New	+$3.9M	3.24%	9

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

True Blue Financial's DSI Position: Q2 2026 in Review

True Blue Financial increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.4% in Q2 2026, buying an estimated $57.7K and bringing the position to 30,923 shares worth $4.4M. The position accounts for 1.86% of the portfolio, ranked #20.

True Blue Financial first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

True Blue Financial held 30,923 shares of iShares MSCI KLD 400 Social ETF worth $4.4M as of Q2 2026.
True Blue Financial bought 421 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $57.7K.
iShares MSCI KLD 400 Social ETF made up 1.86% of True Blue Financial's portfolio in Q2 2026, its #20 holding.
True Blue Financial first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on True Blue Financial's 13F filing for Q2 2026, filed 17 Jul 2026.