Twin Peaks Wealth Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Twin Peaks Wealth 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 Q1	$107K	Buy	+883	New	+$113K	0.03%	278
2025 Q3	–	Sell	-1,151	Closed	-$140K	–	681
2025 Q2	$140K	Buy	+1,151	New	+$123K	0.05%	199

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's DSI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q1 2026: 883 shares worth $107K. The stake represents 0.03% of the portfolio and ranks #278 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DSI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DSI in Q2 2025 and has held it in 2 quarters since. The position peaked at $140K in Q2 2025. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

Twin Peaks Wealth Advisors held 883 shares of iShares MSCI KLD 400 Social ETF worth $107K as of Q1 2026.
iShares MSCI KLD 400 Social ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares MSCI KLD 400 Social ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #278 holding.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $140K in Q2 2025.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.