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Advisory Solutions Group, LLC’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Advisory Solutions Group, LLC’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 		$972K Buy
+6,827
New +$936K 0.33% 71

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NAMM
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PAS
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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

Advisory Solutions Group, LLC's DSI Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 6,827 shares worth $972K. The stake represents 0.33% of the portfolio and ranks #71 among its holdings.

267 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Advisory Solutions Group, LLC held 6,827 shares of iShares MSCI KLD 400 Social ETF worth $972K as of Q2 2026.
  • iShares MSCI KLD 400 Social ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.33% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #71 holding.
  • 267 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.