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Vantus Wealth’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Vantus Wealth’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 		$265K Buy
+1,859
New +$255K 0.14% 196
2025
Q4 		$298K Buy
+2,315
New +$296K 0.22% 145

Other funds holding DSI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vantus Wealth's DSI Position: Q2 2026 in Review

Vantus Wealth opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 1,859 shares worth $265K. The stake represents 0.14% of the portfolio and ranks #196 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in DSI as recently as Q4 2025.

Vantus Wealth first reported a position in DSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $298K in Q4 2025. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Vantus Wealth held 1,859 shares of iShares MSCI KLD 400 Social ETF worth $265K as of Q2 2026.
  • iShares MSCI KLD 400 Social ETF was a new Vantus Wealth position in Q2 2026.
  • iShares MSCI KLD 400 Social ETF made up 0.14% of Vantus Wealth's portfolio in Q2 2026, its #196 holding.
  • Vantus Wealth first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 2 quarters since.
  • Vantus Wealth's iShares MSCI KLD 400 Social ETF position peaked at $298K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.