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Ulland Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Ulland Investment 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 		$552K Sell
3,875
-1,625
-30% -$223K 0.41% 43
2026
Q1 		$667K Hold
5,500
– – 0.57% 36
2025
Q4 		$709K Sell
5,500
-350
-6% -$44.7K 0.57% 35
2025
Q3 		$737K Sell
5,850
-160
-3% -$19.3K 0.55% 35
2025
Q2 		$698K Sell
6,010
-250
-4% -$26.6K 0.53% 33
2025
Q1 		$641K Sell
6,260
-8,000
-56% -$873K 0.54% 36
2024
Q4 		$1.57M Hold
14,260
– – 1% 21
2024
Q3 		$1.55M Hold
14,260
– – 1.14% 21
2024
Q2 		$1.48M Hold
14,260
– – 1.03% 23
2024
Q1 		$1.44M Hold
14,260
– – 1.15% 21
2023
Q4 		$1.3M Hold
14,260
– – 1.31% 19
2023
Q3 		$1.16M Hold
14,260
– – 1.28% 22
2023
Q2 		$1.2M Hold
14,260
– – 1.23% 24
2023
Q1 		$1.11M Hold
14,260
– – 1.31% 22
2022
Q4 		$1.02M Hold
14,260
– – 1.22% 25
2022
Q3 		$955K Hold
14,260
– – 1.04% 27
2022
Q2 		$1.02M Hold
14,260
– – 1.05% 27
2022
Q1 		$1.24M Hold
14,260
– – 0.93% 31
2021
Q4 		$1.32M Buy
+14,260
New +$1.29M 0.85% 29

Other funds holding DSI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Ulland Investment Advisors's DSI Position: Q2 2026 in Review

Ulland Investment Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 30% in Q2 2026, selling an estimated $223K and leaving 3,875 shares worth $552K. The position accounts for 0.41% of the portfolio, ranked #43.

Ulland Investment Advisors first reported a position in DSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q4 2024. 365 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Ulland Investment Advisors held 3,875 shares of iShares MSCI KLD 400 Social ETF worth $552K as of Q2 2026.
  • Ulland Investment Advisors sold 1,625 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $223K.
  • iShares MSCI KLD 400 Social ETF made up 0.41% of Ulland Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Ulland Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $1.57M in Q4 2024.
  • 365 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.