Valtinson Bruner Financial Planning’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Valtinson Bruner Financial Planning’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	$256K	Sell	1,796 -15	-0.8%	-$2.06K	0.06%	155
2026 Q1	$219K	Sell	1,811 -74	-4%	-$9.46K	0.06%	162
2025 Q4	$243K	Sell	1,885 -629	-25%	-$80.3K	0.07%	140
2025 Q3	$317K	Buy	2,514 +183	+8%	+$22.1K	0.09%	112
2025 Q2	$271K	Buy	2,331 +130	+6%	+$13.8K	0.09%	121
2025 Q1	$225K	Sell	2,201 -158	-7%	-$17.2K	0.08%	128
2024 Q4	$260K	Buy	+2,359	New	+$264K	0.09%	122

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

Valtinson Bruner Financial Planning's DSI Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 0.83% in Q2 2026, selling an estimated $2.06K and leaving 1,796 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #155.

Valtinson Bruner Financial Planning first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $317K in Q3 2025. 629 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Valtinson Bruner Financial Planning held 1,796 shares of iShares MSCI KLD 400 Social ETF worth $256K as of Q2 2026.
Valtinson Bruner Financial Planning sold 15 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $2.06K.
iShares MSCI KLD 400 Social ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #155 holding.
Valtinson Bruner Financial Planning first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
Valtinson Bruner Financial Planning's iShares MSCI KLD 400 Social ETF position peaked at $317K in Q3 2025.
629 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.