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

Waverly 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 		$2.75M Buy
19,346
+1,668
+9% +$229K 0.02% 620
2026
Q1 		$2.14M Buy
17,678
+278
+2% +$35.5K 0.02% 633
2025
Q4 		$2.24M Buy
17,400
+548
+3% +$70K 0.02% 574
2025
Q3 		$2.12M Hold
16,852
– – 0.02% 503
2025
Q2 		$1.96M Hold
16,852
– – 0.02% 496
2025
Q1 		$1.73M Buy
16,852
+14,538
+628% +$1.59M 0.02% 507
2024
Q4 		$255K Buy
+2,314
New +$259K ﹤0.01% 872

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

Waverly Advisors's DSI Position: Q2 2026 in Review

Waverly Advisors increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 9.4% in Q2 2026, buying an estimated $229K and bringing the position to 19,346 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #620.

Waverly Advisors first reported a position in DSI in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Waverly Advisors held 19,346 shares of iShares MSCI KLD 400 Social ETF worth $2.75M as of Q2 2026.
  • Waverly Advisors bought 1,668 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $229K.
  • iShares MSCI KLD 400 Social ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #620 holding.
  • Waverly Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2024 and has held it in 7 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.