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

West Financial 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 		$635K Sell
4,463
-76
-2% -$10.4K 0.1% 41
2026
Q1 		$550K Sell
4,539
-33
-0.7% -$4.22K 0.09% 42
2025
Q4 		$589K Hold
4,572
– – 0.1% 42
2025
Q3 		$576K Sell
4,572
-399
-8% -$48.2K 0.1% 45
2025
Q2 		$577K Buy
4,971
+15
+0.3% +$1.6K 0.1% 42
2025
Q1 		$508K Sell
4,956
-47
-0.9% -$5.13K 0.1% 43
2024
Q4 		$552K Buy
5,003
+131
+3% +$14.6K 0.11% 42
2024
Q3 		$530K Sell
4,872
-182
-4% -$19.1K 0.1% 42
2024
Q2 		$525K Buy
5,054
+364
+8% +$36.4K 0.11% 42
2024
Q1 		$473K Sell
4,690
-15
-0.3% -$1.44K 0.1% 43
2023
Q4 		$428K Sell
4,705
-1,692
-26% -$144K 0.1% 44
2023
Q3 		$521K Hold
6,397
– – 0.13% 41
2023
Q2 		$538K Sell
6,397
-39
-0.6% -$3.1K 0.13% 38
2023
Q1 		$502K Sell
6,436
-123
-2% -$9.29K 0.13% 36
2022
Q4 		$471K Hold
6,559
– – 0.13% 37
2022
Q3 		$439K Buy
6,559
+109
+2% +$8.18K 0.13% 40
2022
Q2 		$464K Hold
6,450
– – 0.13% 37
2022
Q1 		$559K Buy
6,450
+15
+0.2% +$1.29K 0.15% 37
2021
Q4 		$598K Sell
6,435
-271
-4% -$24.4K 0.16% 36
2021
Q3 		$558K Buy
6,706
+1,117
+20% +$95.5K 0.16% 34
2021
Q2 		$463K Buy
5,589
+1,032
+23% +$83K 0.14% 32
2021
Q1 		$348K Hold
4,557
– – 0.12% 40
2020
Q4 		$326K Buy
+4,557
New +$309K 0.12% 40

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 22.96% 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

West Financial Advisors's DSI Position: Q2 2026 in Review

West Financial Advisors reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 1.7% in Q2 2026, selling an estimated $10.4K and leaving 4,463 shares worth $635K. The position accounts for 0.1% of the portfolio, ranked #41.

West Financial Advisors first reported a position in DSI in Q4 2020 and has held it in 23 quarters since. 635 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • West Financial Advisors held 4,463 shares of iShares MSCI KLD 400 Social ETF worth $635K as of Q2 2026.
  • West Financial Advisors sold 76 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $10.4K.
  • iShares MSCI KLD 400 Social ETF made up 0.1% of West Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • West Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2020 and has held it in 23 quarters since.
  • 635 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.