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TS Financial Group (TSFG)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

TS Financial Group (TSFG)’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 		$1K Hold
6
– – ﹤0.01% 803
2026
Q1 		$1K Hold
6
– – ﹤0.01% 773
2025
Q4 		$1K Hold
6
– – ﹤0.01% 770
2025
Q3 		$1K Hold
6
– – ﹤0.01% 784
2025
Q2 		$1K Hold
6
– – ﹤0.01% 757
2025
Q1 		$1K Hold
6
– – ﹤0.01% 752
2024
Q4 		$1K Buy
+6
New +$670 ﹤0.01% 696

Other funds holding DSI

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TS Financial Group (TSFG)'s DSI Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q2 2026 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

TS Financial Group (TSFG) first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 254 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • TS Financial Group (TSFG) held 6 shares of iShares MSCI KLD 400 Social ETF worth $1K as of Q2 2026.
  • TS Financial Group (TSFG) left its iShares MSCI KLD 400 Social ETF share count unchanged in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #803 holding.
  • TS Financial Group (TSFG) first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.