United Capital Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

United Capital Financial 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	$4.12M	Sell	28,901 -4,957	-15%	-$679K	0.02%	421
2026 Q1	$4.1M	Sell	33,858 -2,000	-6%	-$256K	0.03%	400
2025 Q4	$4.62M	Buy	35,858 +1,323	+4%	+$169K	0.03%	363
2025 Q3	$4.35M	Sell	34,535 -760	-2%	-$91.9K	0.03%	326
2025 Q2	$4.1M	Sell	35,295 -1,931	-5%	-$206K	0.03%	311
2025 Q1	$3.81M	Sell	37,226 -2,573	-6%	-$281K	0.03%	308
2024 Q4	$4.39M	Sell	39,799 -3,882	-9%	-$434K	0.04%	278
2024 Q3	$4.75M	Sell	43,681 -3,840	-8%	-$403K	0.04%	270
2024 Q2	$4.94M	Buy	47,521 +4,743	+11%	+$475K	0.04%	261
2024 Q1	$4.31M	Sell	42,778 -2,262	-5%	-$216K	0.04%	303
2023 Q4	$4.1M	Buy	45,040 +33,516	+291%	+$2.84M	0.03%	313
2023 Q3	$938K	Buy	11,524 +607	+6%	+$51.5K	0.01%	529
2023 Q2	$919K	Buy	10,917 +725	+7%	+$57.6K	0.01%	569
2023 Q1	$795K	Sell	10,192 -2,602	-20%	-$197K	﹤0.01%	638
2022 Q4	$918K	Sell	12,794 -757	-6%	-$54.4K	0.01%	623
2022 Q3	$907K	Sell	13,551 -2,671	-16%	-$200K	0.01%	630
2022 Q2	$1.17M	Buy	16,222 +878	+6%	+$68.4K	0.01%	608
2022 Q1	$1.33M	Buy	15,344 +2,008	+15%	+$172K	0.01%	608
2021 Q4	$1.24M	Sell	13,336 -137	-1%	-$12.4K	0.01%	635
2021 Q3	$1.12M	Buy	13,473 +90	+0.7%	+$7.7K	0.01%	646
2021 Q2	$1.11M	Sell	13,383 -687	-5%	-$55.3K	0.01%	668
2021 Q1	$1.07M	Buy	14,070 +3	+0%	+$222	0.01%	646
2020 Q4	$1.01M	Buy	14,067 +21	+0.1%	+$1.42K	0.01%	669
2020 Q3	$899K	Sell	14,046 -50	-0.4%	-$3.16K	0.01%	690
2020 Q2	$832K	Sell	14,096 -1,966	-12%	-$109K	0.01%	720
2020 Q1	$782K	Sell	16,062 -2,936	-15%	-$169K	0.01%	691
2019 Q4	$1.14M	Buy	18,998 +98	+0.5%	+$5.63K	0.01%	727
2019 Q3	$1.05M	Sell	18,900 -5,366	-22%	-$297K	0.01%	735
2019 Q2	$1.33M	Buy	24,266 +1,692	+7%	+$90.9K	0.01%	723
2019 Q1	$1.19M	Buy	22,574 +312	+1%	+$15.8K	0.01%	730
2018 Q4	$1.03M	Buy	22,262 +4,868	+28%	+$241K	0.01%	713
2018 Q3	$929K	Buy	17,394 +2,324	+15%	+$122K	0.01%	800
2018 Q2	$761K	Buy	15,070 +46	+0.3%	+$2.31K	0.01%	835
2018 Q1	$734K	Sell	15,024 -2,532	-14%	-$128K	0.01%	854
2017 Q4	$862K	Sell	17,556 -1,148	-6%	-$55.1K	0.01%	828
2017 Q3	$868K	Buy	18,704 +538	+3%	+$24.5K	0.01%	813
2017 Q2	$811K	Buy	18,166 +2,358	+15%	+$104K	0.01%	820
2017 Q1	$686K	Buy	15,808 +612	+4%	+$26.2K	0.01%	839
2016 Q4	$626K	Sell	15,196 -2,704	-15%	-$109K	0.01%	874
2016 Q3	$721K	Buy	17,900 +148	+0.8%	+$5.94K	0.01%	864
2016 Q2	$683K	Buy	17,752 +4,268	+32%	+$164K	0.01%	838
2016 Q1	$516K	Buy	13,484 +1,144	+9%	+$41.4K	0.01%	870
2015 Q4	$467K	Buy	+12,340	New	+$470K	0.01%	904

Other funds holding DSI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

United Capital Financial Advisors's DSI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 15% in Q2 2026, selling an estimated $679K and leaving 28,901 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #421.

United Capital Financial Advisors first reported a position in DSI in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.94M in Q2 2024. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

United Capital Financial Advisors held 28,901 shares of iShares MSCI KLD 400 Social ETF worth $4.12M as of Q2 2026.
United Capital Financial Advisors sold 4,957 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $679K.
iShares MSCI KLD 400 Social ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #421 holding.
United Capital Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2015 and has held it in 43 quarters since.
United Capital Financial Advisors's iShares MSCI KLD 400 Social ETF position peaked at $4.94M in Q2 2024.
638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.