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 Q2	–	Sell	-883	Closed	-$107K	–	762
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 $1.89T 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

Twin Peaks Wealth Advisors's DSI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026, closing a stake of 883 shares — an estimated $107K sold.

Twin Peaks Wealth Advisors first reported a position in DSI in Q2 2025 and held it in 2 quarters. The position peaked at $140K in Q2 2025. 637 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 883 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $107K.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's iShares MSCI KLD 400 Social ETF position peaked at $140K in Q2 2025.
637 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.