Wealth Advisory Team’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
IAS
NAMM
GRP
PAS
Wealth Advisory Team's DSI Position: Q2 2026 in Review
Wealth Advisory Team opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q2 2026: 6,645 shares worth $946K. The stake represents 0.77% of the portfolio and ranks #21 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in DSI as recently as Q4 2025.
Wealth Advisory Team first reported a position in DSI in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q4 2025. 460 funds tracked by Wall St. Rank hold DSI as of Q2 2026.
- Wealth Advisory Team held 6,645 shares of iShares MSCI KLD 400 Social ETF worth $946K as of Q2 2026.
- iShares MSCI KLD 400 Social ETF was a new Wealth Advisory Team position in Q2 2026.
- iShares MSCI KLD 400 Social ETF made up 0.77% of Wealth Advisory Team's portfolio in Q2 2026, its #21 holding.
- Wealth Advisory Team first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2025 and has held it in 3 quarters since.
- Wealth Advisory Team's iShares MSCI KLD 400 Social ETF position peaked at $1.24M in Q4 2025.
- 460 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.
Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.